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Wealthquest’s NextEra Energy NEE Stock Holding History

Wealthquest’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 		$675K Sell
7,687
-231
-3% -$20.9K 0.04% 83
2026
Q1 		$735K Buy
7,918
+267
+3% +$23.7K 0.05% 68
2025
Q4 		$614K Buy
+7,651
New +$634K 0.05% 77
2025
Q3 		– Sell
-7,360
Closed -$511K – 101
2025
Q2 		$511K Sell
7,360
-1,707
-19% -$119K 0.04% 75
2025
Q1 		$643K Sell
9,067
-628
-6% -$44.3K 0.05% 67
2024
Q4 		$695K Sell
9,695
-134
-1% -$10.4K 0.06% 63
2024
Q3 		$838K Buy
9,829
+446
+5% +$34.8K 0.07% 58
2024
Q2 		$664K Hold
9,383
– – 0.07% 64
2024
Q1 		$600K Sell
9,383
-2,961
-24% -$173K 0.06% 65
2023
Q4 		$750K Hold
12,344
– – 0.08% 65
2023
Q3 		$707K Buy
12,344
+2,400
+24% +$166K 0.09% 64
2023
Q2 		$738K Hold
9,944
– – 0.09% 59
2023
Q1 		$766K Hold
9,944
– – 0.1% 57
2022
Q4 		$832K Sell
9,944
-88
-0.9% -$7.11K 0.11% 58
2022
Q3 		$786K Hold
10,032
– – 0.11% 56
2022
Q2 		$777K Sell
10,032
-674
-6% -$51.3K 0.12% 58
2022
Q1 		$999K Hold
10,706
– – 0.15% 55
2021
Q4 		$999K Buy
10,706
+6,139
+134% +$531K 0.15% 55
2021
Q3 		$358K Sell
4,567
-68
-1% -$5.48K 0.06% 92
2021
Q2 		$339K Buy
4,635
+104
+2% +$7.8K 0.06% 99
2021
Q1 		$342K Sell
4,531
-48
-1% -$3.75K 0.06% 99
2020
Q4 		$353K Buy
4,579
+19
+0.4% +$1.42K 0.08% 92
2020
Q3 		$316K Sell
4,560
-528
-10% -$36.5K 0.08% 81
2020
Q2 		$305K Buy
+5,088
New +$305K 0.08% 86
2019
Q4 		$305K Hold
5,040
– – 0.09% 101
2019
Q3 		$293K Hold
5,040
– – 0.1% 103
2019
Q2 		$258K Hold
5,040
– – 0.1% 103
2019
Q1 		$243K Hold
5,040
– – 0.09% 113
2018
Q4 		$219K Buy
+5,040
New +$220K 0.09% 119

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
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealthquest's NEE Position: Q2 2026 in Review

Wealthquest reduced its NextEra Energy (NEE) stake by 2.9% in Q2 2026, selling an estimated $20.9K and leaving 7,687 shares worth $675K. The position accounts for 0.04% of the portfolio, ranked #83.

Wealthquest first reported a position in NEE in Q4 2018 and has held it in 29 quarters since. The position peaked at $999K in Q1 2022. 1,047 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Wealthquest held 7,687 shares of NextEra Energy worth $675K as of Q2 2026.
  • Wealthquest sold 231 NextEra Energy shares in Q2 2026, an estimated $20.9K.
  • NextEra Energy made up 0.04% of Wealthquest's portfolio in Q2 2026, its #83 holding.
  • Wealthquest first reported a position in NextEra Energy in Q4 2018 and has held it in 29 quarters since.
  • Wealthquest's NextEra Energy position peaked at $999K in Q1 2022.
  • 1,047 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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