UP Strategic Wealth Investment Advisors’s NextEra Energy NEE Stock Holding History

UP Strategic Wealth Investment Advisors’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$340K	Sell	3,953 -66	-2%	-$5.97K	0.2%	69
2026 Q1	$375K	Buy	4,019 +66	+2%	+$5.87K	0.24%	61
2025 Q4	$354K	Buy	3,953 +1,077	+37%	+$89.2K	0.26%	61
2025 Q3	$247K	Sell	2,876 -1,324	-32%	-$96.7K	0.18%	75
2025 Q2	$292K	Sell	4,200 -300	-7%	-$20.8K	0.23%	62
2025 Q1	$319K	Buy	+4,500	New	+$318K	0.28%	58
2024 Q4	–	Sell	-3,341	Closed	-$282K	–	87
2024 Q3	$282K	Buy	+3,341	New	+$261K	0.32%	59

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UP Strategic Wealth Investment Advisors's NEE Position: Q2 2026 in Review

UP Strategic Wealth Investment Advisors reduced its NextEra Energy (NEE) stake by 1.6% in Q2 2026, selling an estimated $5.97K and leaving 3,953 shares worth $340K. The position accounts for 0.2% of the portfolio, ranked #69.

UP Strategic Wealth Investment Advisors first reported a position in NEE in Q3 2024 and has held it in 7 quarters since. The position peaked at $375K in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

UP Strategic Wealth Investment Advisors held 3,953 shares of NextEra Energy worth $340K as of Q2 2026.
UP Strategic Wealth Investment Advisors sold 66 NextEra Energy shares in Q2 2026, an estimated $5.97K.
NextEra Energy made up 0.2% of UP Strategic Wealth Investment Advisors's portfolio in Q2 2026, its #69 holding.
UP Strategic Wealth Investment Advisors first reported a position in NextEra Energy in Q3 2024 and has held it in 7 quarters since.
UP Strategic Wealth Investment Advisors's NextEra Energy position peaked at $375K in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.