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Wheelhouse Advisory Group’s NextEra Energy NEE Stock Holding History

Wheelhouse Advisory Group’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 		$260K Buy
2,965
+200
+7% +$18.1K 0.07% 49
2026
Q1 		$257K Sell
2,765
-94
-3% -$8.36K 0.09% 43
2025
Q4 		$230K Buy
2,859
+95
+3% +$7.87K 0.09% 47
2025
Q3 		$209K Buy
+2,764
New +$202K 0.09% 45
2025
Q1 		– Sell
-2,890
Closed -$207K – 42
2024
Q4 		$207K Buy
2,890
+127
+5% +$9.87K 0.12% 42
2024
Q3 		$234K Buy
+2,763
New +$216K 0.15% 39

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wheelhouse Advisory Group's NEE Position: Q2 2026 in Review

Wheelhouse Advisory Group increased its NextEra Energy (NEE) stake by 7.2% in Q2 2026, buying an estimated $18.1K and bringing the position to 2,965 shares worth $260K. The position accounts for 0.07% of the portfolio, ranked #49.

Wheelhouse Advisory Group first reported a position in NEE in Q3 2024 and has held it in 6 quarters since. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Wheelhouse Advisory Group held 2,965 shares of NextEra Energy worth $260K as of Q2 2026.
  • Wheelhouse Advisory Group bought 200 NextEra Energy shares in Q2 2026, an estimated $18.1K.
  • NextEra Energy made up 0.07% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #49 holding.
  • Wheelhouse Advisory Group first reported a position in NextEra Energy in Q3 2024 and has held it in 6 quarters since.
  • 3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.