Valued Wealth Advisors’s NextEra Energy NEE Stock Holding History

Valued Wealth 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	$77.3K	Sell	881 -42	-5%	-$3.8K	0.03%	85
2026 Q1	$85.7K	Buy	923 +156	+20%	+$13.9K	0.03%	73
2025 Q4	$61.6K	Buy	767 +176	+30%	+$14.6K	0.03%	81
2025 Q3	$44.6K	Buy	591 +1	+0.2%	+$73	0.02%	94
2025 Q2	$41K	Sell	590 -12	-2%	-$834	0.02%	101
2025 Q1	$42.7K	Hold	602	–	–	0.03%	97
2024 Q4	$43.2K	Buy	602 +12	+2%	+$932	0.03%	97
2024 Q3	$49.9K	Buy	590 +32	+6%	+$2.5K	0.03%	77
2024 Q2	$39.5K	Hold	558	–	–	0.03%	82
2024 Q1	$35.7K	Sell	558 -29	-5%	-$1.7K	0.03%	85
2023 Q4	$33.6K	Buy	+587	New	+$33.5K	0.03%	63

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

Valued Wealth Advisors's NEE Position: Q2 2026 in Review

Valued Wealth Advisors reduced its NextEra Energy (NEE) stake by 4.6% in Q2 2026, selling an estimated $3.8K and leaving 881 shares worth $77.3K. The position accounts for 0.03% of the portfolio, ranked #85.

Valued Wealth Advisors first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $85.7K in Q1 2026. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Valued Wealth Advisors held 881 shares of NextEra Energy worth $77.3K as of Q2 2026.
Valued Wealth Advisors sold 42 NextEra Energy shares in Q2 2026, an estimated $3.8K.
NextEra Energy made up 0.03% of Valued Wealth Advisors's portfolio in Q2 2026, its #85 holding.
Valued Wealth Advisors first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's NextEra Energy position peaked at $85.7K in Q1 2026.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.