WCG Wealth Advisors’s NextEra Energy NEE Stock Holding History

WCG 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	$1.29M	Sell	14,718 -936	-6%	-$84.7K	0.03%	362
2026 Q1	$1.45M	Buy	15,654 +1,592	+11%	+$142K	0.04%	318
2025 Q4	$1.13M	Buy	+14,062	New	+$1.16M	0.03%	346
2025 Q3	–	Sell	-11,053	Closed	-$767K	–	352
2025 Q2	$767K	Sell	11,053 -358	-3%	-$24.9K	0.05%	255
2025 Q1	$809K	Buy	+11,411	New	+$805K	0.06%	216
2023 Q4	–	Sell	-11,835	Closed	-$678K	–	311
2023 Q3	$678K	Buy	+11,835	New	+$819K	0.05%	224
2023 Q2	–	Sell	-15,279	Closed	-$1.18M	–	180
2023 Q1	$1.18M	Sell	15,279 -6	-0%	-$461	0.15%	101
2022 Q4	$1.28M	Buy	15,285 +1,413	+10%	+$114K	0.18%	93
2022 Q3	$1.28M	Sell	13,872 -2,966	-18%	-$252K	0.17%	106
2022 Q2	$1.3M	Buy	+16,838	New	+$1.28M	0.18%	98

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WCG Wealth Advisors's NEE Position: Q2 2026 in Review

WCG Wealth Advisors reduced its NextEra Energy (NEE) stake by 6% in Q2 2026, selling an estimated $84.7K and leaving 14,718 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #362.

WCG Wealth Advisors first reported a position in NEE in Q2 2022 and has held it in 10 quarters since. The position peaked at $1.45M in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

WCG Wealth Advisors held 14,718 shares of NextEra Energy worth $1.29M as of Q2 2026.
WCG Wealth Advisors sold 936 NextEra Energy shares in Q2 2026, an estimated $84.7K.
NextEra Energy made up 0.03% of WCG Wealth Advisors's portfolio in Q2 2026, its #362 holding.
WCG Wealth Advisors first reported a position in NextEra Energy in Q2 2022 and has held it in 10 quarters since.
WCG Wealth Advisors's NextEra Energy position peaked at $1.45M in Q1 2026.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.