Warren Street Wealth Advisors’s NextEra Energy NEE Stock Holding History

Warren Street 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	$400K	Sell	4,561 -32	-0.7%	-$2.9K	0.09%	91
2026 Q1	$427K	Buy	4,593 +62	+1%	+$5.51K	0.11%	72
2025 Q4	$364K	Sell	4,531 -636	-12%	-$52.7K	0.1%	72
2025 Q3	$390K	Buy	5,167 +97	+2%	+$7.09K	0.12%	82
2025 Q2	$352K	Buy	5,070 +14	+0.3%	+$972	0.12%	82
2025 Q1	$358K	Buy	5,056 +275	+6%	+$19.4K	0.14%	70
2024 Q4	$343K	Sell	4,781 -79	-2%	-$6.14K	0.14%	73
2024 Q3	$411K	Sell	4,860 -148	-3%	-$11.6K	0.17%	68
2024 Q2	$355K	Buy	5,008 +165	+3%	+$11.7K	0.18%	68
2024 Q1	$310K	Buy	4,843 +279	+6%	+$16.3K	0.15%	73
2023 Q4	$277K	Buy	4,564 +338	+8%	+$19.3K	0.16%	74
2023 Q3	$242K	Buy	+4,226	New	+$293K	0.16%	70

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Warren Street Wealth Advisors's NEE Position: Q2 2026 in Review

Warren Street Wealth Advisors reduced its NextEra Energy (NEE) stake by 0.7% in Q2 2026, selling an estimated $2.9K and leaving 4,561 shares worth $400K. The position accounts for 0.09% of the portfolio, ranked #91.

Warren Street Wealth Advisors first reported a position in NEE in Q3 2023 and has held it in 12 quarters since. The position peaked at $427K in Q1 2026. 1,319 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Warren Street Wealth Advisors held 4,561 shares of NextEra Energy worth $400K as of Q2 2026.
Warren Street Wealth Advisors sold 32 NextEra Energy shares in Q2 2026, an estimated $2.9K.
NextEra Energy made up 0.09% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #91 holding.
Warren Street Wealth Advisors first reported a position in NextEra Energy in Q3 2023 and has held it in 12 quarters since.
Warren Street Wealth Advisors's NextEra Energy position peaked at $427K in Q1 2026.
1,319 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.