WealthTrust Asset Management’s NextEra Energy NEE Stock Holding History

WealthTrust Asset Management’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	$250K	Buy	2,853 +2	+0.1%	+$181	0.14%	85
2026 Q1	$265K	Buy	2,851 +194	+7%	+$17.2K	0.16%	69
2025 Q4	$213K	Buy	2,657 +2	+0.1%	+$166	0.15%	74
2025 Q3	$200K	Buy	+2,655	New	+$194K	0.14%	79
2024 Q4	–	Sell	-2,649	Closed	-$224K	–	97
2024 Q3	$224K	Buy	+2,649	New	+$207K	0.17%	82
2023 Q3	–	Sell	-2,986	Closed	-$222K	–	80
2023 Q2	$222K	Buy	2,986 +15	+0.5%	+$1.14K	0.2%	64
2023 Q1	$229K	Buy	2,971 +22	+0.7%	+$1.69K	0.22%	65
2022 Q4	$247K	Buy	2,949 +85	+3%	+$6.87K	0.24%	57
2022 Q3	$225K	Buy	2,864 +235	+9%	+$19.9K	0.24%	58
2022 Q2	$204K	Buy	2,629 +15	+0.6%	+$1.14K	0.19%	67
2022 Q1	$221K	Buy	2,614 +12	+0.5%	+$962	0.16%	73
2021 Q4	$243K	Buy	2,602 +11	+0.4%	+$951	0.16%	64
2021 Q3	$203K	Buy	+2,591	New	+$209K	0.18%	65

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

WealthTrust Asset Management's NEE Position: Q2 2026 in Review

WealthTrust Asset Management increased its NextEra Energy (NEE) stake by 0.07% in Q2 2026, buying an estimated $181 and bringing the position to 2,853 shares worth $250K. The position accounts for 0.14% of the portfolio, ranked #85.

WealthTrust Asset Management first reported a position in NEE in Q3 2021 and has held it in 13 quarters since. The position peaked at $265K in Q1 2026. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

WealthTrust Asset Management held 2,853 shares of NextEra Energy worth $250K as of Q2 2026.
WealthTrust Asset Management bought 2 NextEra Energy shares in Q2 2026, an estimated $181.
NextEra Energy made up 0.14% of WealthTrust Asset Management's portfolio in Q2 2026, its #85 holding.
WealthTrust Asset Management first reported a position in NextEra Energy in Q3 2021 and has held it in 13 quarters since.
WealthTrust Asset Management's NextEra Energy position peaked at $265K in Q1 2026.
1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on WealthTrust Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.