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

Wealth Enhancement Trust 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 		$700K Buy
7,974
+38
+0.5% +$3.44K 0.08% 187
2026
Q1 		$737K Sell
7,936
-199
-2% -$17.7K 0.09% 179
2025
Q4 		$653K Buy
+8,135
New +$674K 0.08% 180

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its NextEra Energy (NEE) stake by 0.48% in Q2 2026, buying an estimated $3.44K and bringing the position to 7,974 shares worth $700K. The position accounts for 0.08% of the portfolio, ranked #187.

Wealth Enhancement Trust Services first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $737K in Q1 2026. 2,430 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Wealth Enhancement Trust Services held 7,974 shares of NextEra Energy worth $700K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 38 NextEra Energy shares in Q2 2026, an estimated $3.44K.
  • NextEra Energy made up 0.08% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #187 holding.
  • Wealth Enhancement Trust Services first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's NextEra Energy position peaked at $737K in Q1 2026.
  • 2,430 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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