Wealth Advisory Team’s NextEra Energy NEE Stock Holding History

Wealth Advisory Team’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	$201K	Buy	+2,290	New	+$207K	0.16%	39

Other funds holding NEE

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

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

Wealth Advisory Team opened a new position in NextEra Energy (NEE) in Q2 2026: 2,290 shares worth $201K. The stake represents 0.16% of the portfolio and ranks #39 among its holdings.

2,200 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Wealth Advisory Team held 2,290 shares of NextEra Energy worth $201K as of Q2 2026.
NextEra Energy was a new Wealth Advisory Team position in Q2 2026.
NextEra Energy made up 0.16% of Wealth Advisory Team's portfolio in Q2 2026, its #39 holding.
2,200 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Wealth Advisory Team's 13F filing for Q2 2026, filed 23 Jul 2026.