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Wealth Advisory Solutions’s NextEra Energy NEE Stock Holding History

Wealth Advisory Solutions’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 		$250K Buy
+2,847
New +$258K 0.05% 131
2025
Q1 		– Sell
-28,387
Closed -$2.04M – 148
2024
Q4 		$2.04M Buy
28,387
+3,342
+13% +$260K 0.57% 41
2024
Q3 		$2.12M Sell
25,045
-3,219
-11% -$251K 0.58% 42
2024
Q2 		$2M Buy
28,264
+125
+0.4% +$8.87K 0.54% 43
2024
Q1 		$1.8M Buy
+28,139
New +$1.65M 0.47% 47

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 $3.38T AUM 44.17% 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

Wealth Advisory Solutions's NEE Position: Q2 2026 in Review

Wealth Advisory Solutions opened a new position in NextEra Energy (NEE) in Q2 2026: 2,847 shares worth $250K. The stake represents 0.05% of the portfolio and ranks #131 among its holdings. This is a return to the name: Wealth Advisory Solutions previously reported a position in NEE as recently as Q4 2024.

Wealth Advisory Solutions first reported a position in NEE in Q1 2024 and has held it in 5 quarters since. The position peaked at $2.12M in Q3 2024. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Wealth Advisory Solutions held 2,847 shares of NextEra Energy worth $250K as of Q2 2026.
  • NextEra Energy was a new Wealth Advisory Solutions position in Q2 2026.
  • NextEra Energy made up 0.05% of Wealth Advisory Solutions's portfolio in Q2 2026, its #131 holding.
  • Wealth Advisory Solutions first reported a position in NextEra Energy in Q1 2024 and has held it in 5 quarters since.
  • Wealth Advisory Solutions's NextEra Energy position peaked at $2.12M in Q3 2024.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.