W Advisors LLC’s NextEra Energy NEE Stock Holding History

W Advisors LLC’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	$941K	Buy	10,717 +300	+3%	+$27.1K	0.43%	52
2026 Q1	$968K	Hold	10,417	–	–	0.5%	47
2025 Q4	$836K	Hold	10,417	–	–	0.42%	54
2025 Q3	$786K	Hold	10,417	–	–	0.41%	53
2025 Q2	$723K	Sell	10,417 -15	-0.1%	-$1.04K	0.41%	58
2025 Q1	$740K	Hold	10,432	–	–	0.46%	54
2024 Q4	$748K	Hold	10,432	–	–	0.46%	50
2024 Q3	$882K	Hold	10,432	–	–	0.54%	43
2024 Q2	$739K	Sell	10,432 -948	-8%	-$67.3K	0.48%	47
2024 Q1	$727K	Hold	11,380	–	–	0.5%	49
2023 Q4	$691K	Hold	11,380	–	–	0.51%	46
2023 Q3	$652K	Hold	11,380	–	–	0.54%	46
2023 Q2	$844K	Hold	11,380	–	–	0.66%	37
2023 Q1	$877K	Hold	11,380	–	–	0.72%	35
2022 Q4	$951K	Hold	11,380	–	–	0.79%	34
2022 Q3	$892K	Hold	11,380	–	–	0.83%	31
2022 Q2	$881K	Hold	11,380	–	–	0.76%	31
2022 Q1	$964K	Hold	11,380	–	–	0.73%	36
2021 Q4	$1.06M	Buy	+11,380	New	+$984K	0.79%	29

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

W Advisors LLC's NEE Position: Q2 2026 in Review

W Advisors LLC increased its NextEra Energy (NEE) stake by 2.9% in Q2 2026, buying an estimated $27.1K and bringing the position to 10,717 shares worth $941K. The position accounts for 0.43% of the portfolio, ranked #52.

W Advisors LLC first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.06M in Q4 2021. 1,427 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

W Advisors LLC held 10,717 shares of NextEra Energy worth $941K as of Q2 2026.
W Advisors LLC bought 300 NextEra Energy shares in Q2 2026, an estimated $27.1K.
NextEra Energy made up 0.43% of W Advisors LLC's portfolio in Q2 2026, its #52 holding.
W Advisors LLC first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
W Advisors LLC's NextEra Energy position peaked at $1.06M in Q4 2021.
1,427 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.