Wealth Enhancement Advisory Services
NEE icon

Wealth Enhancement Advisory Services’s NextEra Energy NEE Stock Holding History

Wealth Enhancement Advisory Services’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 		$63.3M Buy
755,696
+141,790
+23% +$12.8M 0.11% 175
2026
Q1 		$53.9M Buy
613,906
+39,792
+7% +$3.54M 0.11% 174
2025
Q4 		$46.5M Buy
574,114
+1,810
+0.3% +$150K 0.06% 273
2025
Q3 		$47.6M Sell
572,304
-657,233
-53% -$48M 0.07% 242
2025
Q2 		$90.8M Buy
1,229,537
+44,579
+4% +$3.1M 0.15% 134
2025
Q1 		$84M Sell
1,184,958
-185,470
-14% -$13.1M 0.16% 124
2024
Q4 		$98.2M Buy
1,370,428
+298,529
+28% +$23.2M 0.19% 108
2024
Q3 		$90.6M Buy
1,071,899
+30,122
+3% +$2.35M 0.19% 108
2024
Q2 		$73.8M Buy
1,041,777
+41,101
+4% +$2.92M 0.18% 118
2024
Q1 		$64M Buy
1,000,676
+29,692
+3% +$1.74M 0.17% 129
2023
Q4 		$59M Sell
970,984
-45,305
-4% -$2.58M 0.17% 130
2023
Q3 		$58.2M Buy
1,016,289
+998,088
+5,484% +$69.1M 0.19% 117
2023
Q2 		$1.35M Buy
18,201
+901
+5% +$68.2K 0.01% 237
2023
Q1 		$1.33M Buy
+17,300
New +$1.33M 0.02% 274
2021
Q4 		– Sell
-35,503
Closed -$3.03M – 324
2021
Q3 		$3.03M Buy
+35,503
New +$2.86M 0.04% 130
2020
Q3 		– Sell
-77,124
Closed -$5.41M – 228
2020
Q2 		$5.41M Buy
77,124
+8,828
+13% +$528K 0.16% 55
2020
Q1 		$4.09M Buy
+68,296
New +$4.29M 0.15% 67
2019
Q2 		– Sell
-49,740
Closed -$2.36M – 235
2019
Q1 		$2.36M Buy
+49,740
New +$2.27M 0.13% 67
2018
Q4 		– Sell
-41,884
Closed -$1.84M – 197
2018
Q3 		$1.84M Buy
+41,884
New +$1.78M 0.11% 68
2018
Q2 		– Sell
-22,372
Closed -$890K – 183
2018
Q1 		$890K Buy
+22,372
New +$863K 0.06% 123

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services's NEE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its NextEra Energy (NEE) stake by 23% in Q2 2026, buying an estimated $12.8M and bringing the position to 755,696 shares worth $63.3M. The position accounts for 0.11% of the portfolio, ranked #175.

Wealth Enhancement Advisory Services first reported a position in NEE in Q1 2018 and has held it in 20 quarters since. The position peaked at $98.2M in Q4 2024. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 755,696 shares of NextEra Energy worth $63.3M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 141,790 NextEra Energy shares in Q2 2026, an estimated $12.8M.
  • NextEra Energy made up 0.11% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #175 holding.
  • Wealth Enhancement Advisory Services first reported a position in NextEra Energy in Q1 2018 and has held it in 20 quarters since.
  • Wealth Enhancement Advisory Services's NextEra Energy position peaked at $98.2M in Q4 2024.
  • 560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.