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Wayfinding Financial’s NextEra Energy NEE Stock Holding History

Wayfinding Financial’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 		$767K Sell
8,740
-268
-3% -$24.2K 0.29% 65
2026
Q1 		$836K Buy
9,008
+322
+4% +$28.6K 0.36% 51
2025
Q4 		$697K Sell
8,686
-47
-0.5% -$3.89K 0.3% 59
2025
Q3 		$659K Sell
8,733
-2
-0% -$146 0.28% 60
2025
Q2 		$616K Sell
8,735
-95
-1% -$6.6K 0.28% 62
2025
Q1 		$625K Buy
8,830
+65
+0.7% +$4.59K 0.27% 65
2024
Q4 		$628K Buy
+8,765
New +$681K 0.34% 57
2024
Q3 		– Sell
-9,361
Closed -$662K – 97
2024
Q2 		$662K Sell
9,361
-381
-4% -$27K 0.37% 53
2024
Q1 		$709K Sell
9,742
-2,306
-19% -$135K 0.41% 49
2023
Q4 		$731K Buy
12,048
+196
+2% +$11.2K 0.5% 41
2023
Q3 		$618K Sell
11,852
-224
-2% -$15.5K 0.47% 43
2023
Q2 		$879K Buy
12,076
+93
+0.8% +$7.04K 0.61% 31
2023
Q1 		$923K Sell
11,983
-560
-4% -$43.1K 0.7% 29
2022
Q4 		$909K Sell
12,543
-236
-2% -$19.1K 0.73% 25
2022
Q3 		$1M Sell
12,779
-42
-0.3% -$3.56K 0.94% 17
2022
Q2 		$993K Buy
12,821
+45
+0.4% +$3.43K 0.87% 20
2022
Q1 		$925K Buy
12,776
+233
+2% +$18.7K 0.77% 22
2021
Q4 		$909K Buy
+12,543
New +$1.08M 0.73% 25

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wayfinding Financial's NEE Position: Q2 2026 in Review

Wayfinding Financial reduced its NextEra Energy (NEE) stake by 3% in Q2 2026, selling an estimated $24.2K and leaving 8,740 shares worth $767K. The position accounts for 0.29% of the portfolio, ranked #65.

Wayfinding Financial first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. The position peaked at $1M in Q3 2022. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Wayfinding Financial held 8,740 shares of NextEra Energy worth $767K as of Q2 2026.
  • Wayfinding Financial sold 268 NextEra Energy shares in Q2 2026, an estimated $24.2K.
  • NextEra Energy made up 0.29% of Wayfinding Financial's portfolio in Q2 2026, its #65 holding.
  • Wayfinding Financial first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
  • Wayfinding Financial's NextEra Energy position peaked at $1M in Q3 2022.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Wayfinding Financial's 13F filing for Q2 2026, filed 13 Aug 2026.