Wellspring Financial Advisors’s NextEra Energy NEE Stock Holding History

Wellspring Financial Advisors’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	$1.64M	Sell	18,668 -956	-5%	-$86.5K	0.11%	72
2026 Q1	$1.82M	Buy	19,624 +1,842	+10%	+$164K	0.14%	62
2025 Q4	$1.43M	Buy	+17,782	New	+$1.47M	0.11%	64
2025 Q3	–	Sell	-3,333	Closed	-$231K	–	196
2025 Q2	$231K	Sell	3,333 -204	-6%	-$14.2K	0.02%	143
2025 Q1	$251K	Buy	3,537 +642	+22%	+$45.3K	0.03%	111
2024 Q4	$208K	Buy	2,895 +97	+3%	+$7.54K	0.02%	132
2024 Q3	$237K	Sell	2,798 -404	-13%	-$31.5K	0.03%	138
2024 Q2	$227K	Buy	+3,202	New	+$227K	0.03%	132

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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

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

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

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

Wellspring Financial Advisors's NEE Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its NextEra Energy (NEE) stake by 4.9% in Q2 2026, selling an estimated $86.5K and leaving 18,668 shares worth $1.64M. The position accounts for 0.11% of the portfolio, ranked #72.

Wellspring Financial Advisors first reported a position in NEE in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.82M in Q1 2026. 975 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Wellspring Financial Advisors held 18,668 shares of NextEra Energy worth $1.64M as of Q2 2026.
Wellspring Financial Advisors sold 956 NextEra Energy shares in Q2 2026, an estimated $86.5K.
NextEra Energy made up 0.11% of Wellspring Financial Advisors's portfolio in Q2 2026, its #72 holding.
Wellspring Financial Advisors first reported a position in NextEra Energy in Q2 2024 and has held it in 8 quarters since.
Wellspring Financial Advisors's NextEra Energy position peaked at $1.82M in Q1 2026.
975 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.