Valley Wealth Managers’s NextEra Energy NEE Stock Holding History

Valley Wealth Managers’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	$14K	Hold	160	–	–	﹤0.01%	268
2026 Q1	$14.9K	Hold	160	–	–	﹤0.01%	256
2025 Q4	$12.8K	Hold	160	–	–	﹤0.01%	268
2025 Q3	$12.1K	Hold	160	–	–	﹤0.01%	254
2025 Q2	$11.1K	Buy	+160	New	+$11.1K	﹤0.01%	244
2025 Q1	–	Sell	-460	Closed	-$33K	–	400
2024 Q4	$33K	Hold	460	–	–	﹤0.01%	234
2024 Q3	$38.9K	Hold	460	–	–	﹤0.01%	229
2024 Q2	$32.6K	Buy	+460	New	+$32.6K	﹤0.01%	239
2024 Q1	–	Sell	-600	Closed	-$36.4K	–	342
2023 Q4	$36.4K	Hold	600	–	–	﹤0.01%	227
2023 Q3	$34.4K	Hold	600	–	–	﹤0.01%	232
2023 Q2	$44.5K	Hold	600	–	–	﹤0.01%	210
2023 Q1	$46.2K	Sell	600 -200	-25%	-$15.4K	﹤0.01%	220
2022 Q4	$66.9K	Sell	800 -40	-5%	-$3.23K	0.01%	211
2022 Q3	$66K	Sell	840 -136	-14%	-$11.5K	0.01%	225
2022 Q2	$76K	Buy	+976	New	+$74.3K	0.01%	230
2022 Q1	–	Sell	-2,286	Closed	-$213K	–	194
2021 Q4	$213K	Buy	+2,286	New	+$198K	0.02%	187
2020 Q1	–	Sell	-5,276	Closed	-$320K	–	177
2019 Q4	$320K	Buy	5,276 +1,264	+32%	+$73.8K	0.03%	158
2019 Q3	$234K	Sell	4,012 -72	-2%	-$3.9K	0.02%	177
2019 Q2	$209K	Sell	4,084 -264	-6%	-$13K	0.02%	188
2019 Q1	$210K	Buy	+4,348	New	+$199K	0.02%	193
2017 Q1	–	Sell	-44	Closed	-$1K	–	232
2016 Q4	$1K	Buy	+44	New	+$1.31K	﹤0.01%	246

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 $3.37T AUM 44.26% 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

Valley Wealth Managers's NEE Position: Q2 2026 in Review

Valley Wealth Managers held its NextEra Energy (NEE) position steady in Q2 2026 at 160 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

Valley Wealth Managers first reported a position in NEE in Q4 2016 and has held it in 21 quarters since. The position peaked at $320K in Q4 2019. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Valley Wealth Managers held 160 shares of NextEra Energy worth $14K as of Q2 2026.
Valley Wealth Managers left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #268 holding.
Valley Wealth Managers first reported a position in NextEra Energy in Q4 2016 and has held it in 21 quarters since.
Valley Wealth Managers's NextEra Energy position peaked at $320K in Q4 2019.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.