RWML
NEE icon

RAFFA WEALTH MANAGEMENT, LLC’s NextEra Energy NEE Stock Holding History

RAFFA WEALTH MANAGEMENT, 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 		$9.92K Sell
113
-318
-74% -$28.8K ﹤0.01% 428
2026
Q1 		$40K Buy
431
+10
+2% +$889 0.01% 183
2025
Q4 		$33.8K Buy
421
+36
+9% +$2.98K 0.01% 197
2025
Q3 		$29.1K Buy
385
+40
+12% +$2.92K 0.01% 211
2025
Q2 		$23.9K Sell
345
-29
-8% -$2.01K ﹤0.01% 247
2025
Q1 		$26.5K Sell
374
-17
-4% -$1.2K 0.01% 188
2024
Q4 		$28K Buy
391
+189
+94% +$14.7K 0.01% 193
2024
Q3 		$17.1K Sell
202
-250
-55% -$19.5K ﹤0.01% 244
2024
Q2 		$32K Hold
452
– – 0.01% 239
2024
Q1 		$28.9K Sell
452
-71
-14% -$4.16K 0.01% 241
2023
Q4 		$31.8K Sell
523
-88
-14% -$5.01K 0.01% 159
2023
Q3 		$35K Hold
611
– – 0.01% 154
2023
Q2 		$45.3K Hold
611
– – 0.02% 139
2023
Q1 		$47.1K Hold
611
– – 0.02% 152
2022
Q4 		$51.1K Buy
611
+21
+4% +$1.7K 0.02% 135
2022
Q3 		$46.3K Hold
590
– – 0.02% 140
2022
Q2 		$45.7K Buy
590
+36
+6% +$2.74K 0.02% 146
2022
Q1 		$46.9K Sell
554
-165
-23% -$13.2K 0.02% 152
2021
Q4 		$67.1K Sell
719
-154
-18% -$13.3K 0.02% 120
2021
Q3 		$68.5K Hold
873
– – 0.02% 97
2021
Q2 		$64K Buy
873
+311
+55% +$23.3K 0.02% 109
2021
Q1 		$42.5K Buy
562
+47
+9% +$3.67K 0.02% 143
2020
Q4 		$39.7K Buy
515
+11
+2% +$823 0.01% 141
2020
Q3 		$35K Buy
504
+56
+13% +$3.87K 0.01% 139
2020
Q2 		$26.9K Hold
448
– – 0.01% 151
2020
Q1 		$27.3K Buy
448
+64
+17% +$4.02K 0.01% 140
2019
Q4 		$23.2K Hold
384
– – 0.01% 184
2019
Q3 		$22.4K Buy
+384
New +$20.8K 0.01% 189
2019
Q2 		– Sell
-384
Closed -$18.6K – 1159
2019
Q1 		$18.6K Hold
384
– – 0.01% 159
2018
Q4 		$16.7K Hold
384
– – 0.01% 183
2018
Q3 		$16.1K Hold
384
– – 0.01% 195
2018
Q2 		$16K Hold
384
– – 0.01% 182
2018
Q1 		$15.7K Buy
384
+144
+60% +$5.55K 0.01% 179
2017
Q4 		$9.37K Hold
240
– – ﹤0.01% 195
2017
Q3 		$8.79K Hold
240
– – ﹤0.01% 209
2017
Q2 		$8.41K Hold
240
– – ﹤0.01% 207
2017
Q1 		$7.7K Sell
240
-36
-13% -$1.13K ﹤0.01% 189
2016
Q4 		$8.24K Hold
276
– – ﹤0.01% 189
2016
Q3 		$8.44K Hold
276
– – ﹤0.01% 187
2016
Q2 		$9K Hold
276
– – 0.01% 177
2016
Q1 		$8.16K Hold
276
– – ﹤0.01% 195
2015
Q4 		$7.17K Hold
276
– – ﹤0.01% 190
2015
Q3 		$6.73K Hold
276
– – ﹤0.01% 198
2015
Q2 		$6.76K Hold
276
– – ﹤0.01% 193
2015
Q1 		$7.18K Hold
276
– – ﹤0.01% 170
2014
Q4 		$7.33K Hold
276
– – ﹤0.01% 170
2014
Q3 		$6.48K Buy
276
+36
+15% +$869 ﹤0.01% 182
2014
Q2 		$6.15K Hold
240
– – ﹤0.01% 177
2014
Q1 		$5.74K Sell
240
-36
-13% -$816 ﹤0.01% 177
2013
Q4 		$7.33K Buy
+276
New +$5.82K ﹤0.01% 170

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's NEE Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its NextEra Energy (NEE) stake by 74% in Q2 2026, selling an estimated $28.8K and leaving 113 shares worth $9.92K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in NEE in Q4 2013 and has held it in 50 quarters since. The position peaked at $68.5K in Q3 2021. 1,099 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 113 shares of NextEra Energy worth $9.92K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC sold 318 NextEra Energy shares in Q2 2026, an estimated $28.8K.
  • NextEra Energy made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #428 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in NextEra Energy in Q4 2013 and has held it in 50 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's NextEra Energy position peaked at $68.5K in Q3 2021.
  • 1,099 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.