WFA of San Diego’s NextEra Energy NEE Stock Holding History

WFA of San Diego’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	–	Sell	-1,335	Closed	-$124K	–	276
2026 Q1	$124K	Sell	1,335 -15	-1%	-$1.33K	0.1%	117
2025 Q4	$108K	Hold	1,350	–	–	0.08%	133
2025 Q3	$102K	Sell	1,350 -30	-2%	-$2.19K	0.07%	140
2025 Q2	$95.8K	Buy	+1,380	New	+$95.9K	0.07%	141
2024 Q3	$117K	Sell	1,380 -20	-1%	-$1.56K	0.1%	118
2024 Q2	$99.1K	Buy	+1,400	New	+$99.3K	0.09%	123
2023 Q3	$91.7K	Sell	1,600 -100	-6%	-$6.92K	0.09%	119
2023 Q2	$126K	Buy	+1,700	New	+$129K	0.12%	99
2023 Q1	–	Sell	-1,300	Closed	-$109K	–	288
2022 Q4	$109K	Buy	+1,300	New	+$105K	0.08%	133
2022 Q3	–	Sell	-2,100	Closed	-$163K	–	283
2022 Q2	$163K	Buy	+2,100	New	+$160K	0.14%	91
2022 Q1	–	Sell	-2,300	Closed	-$215K	–	137
2021 Q4	$215K	Hold	2,300	–	–	0.13%	111
2021 Q3	$181K	Buy	+2,300	New	+$185K	0.13%	105
2020 Q3	–	Sell	-9,276	Closed	-$593K	–	183
2020 Q2	$593K	Buy	+9,276	New	+$555K	0.14%	140

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WFA of San Diego's NEE Position: Q2 2026 in Review

WFA of San Diego sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 1,335 shares — an estimated $124K sold.

WFA of San Diego first reported a position in NEE in Q2 2020 and held it in 13 quarters. The position peaked at $593K in Q2 2020. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

WFA of San Diego reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 1,335 NextEra Energy shares in Q2 2026, an estimated $124K.
WFA of San Diego first reported a position in NextEra Energy in Q2 2020 and held it in 13 quarters.
WFA of San Diego's NextEra Energy position peaked at $593K in Q2 2020.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.