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Walkner Condon Financial Advisors’s NextEra Energy NEE Stock Holding History

Walkner Condon Financial 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 		$213K Sell
2,422
-40
-2% -$3.62K 0.02% 328
2026
Q1 		$229K Sell
2,462
-649
-21% -$57.7K 0.03% 289
2025
Q4 		$250K Buy
3,111
+151
+5% +$12.5K 0.03% 262
2025
Q3 		$223K Buy
+2,960
New +$216K 0.04% 273

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Walkner Condon Financial Advisors's NEE Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its NextEra Energy (NEE) stake by 1.6% in Q2 2026, selling an estimated $3.62K and leaving 2,422 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #328.

Walkner Condon Financial Advisors first reported a position in NEE in Q3 2025 and has held it in 4 quarters since. The position peaked at $250K in Q4 2025. 1,246 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Walkner Condon Financial Advisors held 2,422 shares of NextEra Energy worth $213K as of Q2 2026.
  • Walkner Condon Financial Advisors sold 40 NextEra Energy shares in Q2 2026, an estimated $3.62K.
  • NextEra Energy made up 0.02% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #328 holding.
  • Walkner Condon Financial Advisors first reported a position in NextEra Energy in Q3 2025 and has held it in 4 quarters since.
  • Walkner Condon Financial Advisors's NextEra Energy position peaked at $250K in Q4 2025.
  • 1,246 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.