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Wealth Architects’s NextEra Energy NEE Stock Holding History

Wealth Architects’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 		$323K Sell
3,682
-982
-21% -$88.8K 0.03% 183
2026
Q1 		$433K Sell
4,664
-8
-0.2% -$711 0.04% 152
2025
Q4 		$375K Buy
4,672
+4
+0.1% +$331 0.03% 158
2025
Q3 		$352K Buy
4,668
+49
+1% +$3.58K 0.03% 161
2025
Q2 		$321K Sell
4,619
-6,140
-57% -$426K 0.03% 167
2025
Q1 		$763K Buy
10,759
+5,905
+122% +$417K 0.08% 110
2024
Q4 		$348K Buy
4,854
+221
+5% +$17.2K 0.04% 152
2024
Q3 		$392K Sell
4,633
-38
-0.8% -$2.96K 0.04% 141
2024
Q2 		$331K Buy
4,671
+245
+6% +$17.4K 0.04% 151
2024
Q1 		$283K Buy
4,426
+368
+9% +$21.6K 0.04% 163
2023
Q4 		$246K Buy
4,058
+22
+0.5% +$1.25K 0.03% 171
2023
Q3 		$231K Sell
4,036
-340
-8% -$23.5K 0.04% 163
2023
Q2 		$325K Buy
4,376
+1,032
+31% +$78.1K 0.05% 139
2023
Q1 		$258K Buy
3,344
+55
+2% +$4.23K 0.05% 153
2022
Q4 		$275K Sell
3,289
-490
-13% -$39.6K 0.05% 145
2022
Q3 		$296K Buy
3,779
+246
+7% +$20.9K 0.06% 129
2022
Q2 		$274K Sell
3,533
-336
-9% -$25.6K 0.05% 148
2022
Q1 		$328K Sell
3,869
-28
-0.7% -$2.24K 0.06% 146
2021
Q4 		$364K Buy
3,897
+458
+13% +$39.6K 0.06% 138
2021
Q3 		$270K Sell
3,439
-434
-11% -$35K 0.05% 147
2021
Q2 		$284K Buy
3,873
+235
+6% +$17.6K 0.06% 136
2021
Q1 		$275K Buy
3,638
+301
+9% +$23.5K 0.06% 126
2020
Q4 		$257K Buy
+3,337
New +$250K 0.06% 129

Other funds holding NEE

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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Wealth Architects's NEE Position: Q2 2026 in Review

Wealth Architects reduced its NextEra Energy (NEE) stake by 21% in Q2 2026, selling an estimated $88.8K and leaving 3,682 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #183.

Wealth Architects first reported a position in NEE in Q4 2020 and has held it in 23 quarters since. The position peaked at $763K in Q1 2025. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Wealth Architects held 3,682 shares of NextEra Energy worth $323K as of Q2 2026.
  • Wealth Architects sold 982 NextEra Energy shares in Q2 2026, an estimated $88.8K.
  • NextEra Energy made up 0.03% of Wealth Architects's portfolio in Q2 2026, its #183 holding.
  • Wealth Architects first reported a position in NextEra Energy in Q4 2020 and has held it in 23 quarters since.
  • Wealth Architects's NextEra Energy position peaked at $763K in Q1 2025.
  • 1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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