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
2025
Q1 		– Sell
-25,000
Closed -$56.8K – 3094
2024
Q4 		$56.8K Buy
+25,000
New +$1.94M ﹤0.01% 2856

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. 569 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.
  • 569 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.