White Knight Strategic Wealth Advisors’s NextEra Energy NEE Stock Holding History

White Knight Strategic Wealth 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	$341K	Sell	3,886 -35	-0.9%	-$3.17K	0.24%	69
2026 Q1	$364K	Sell	3,921 -210	-5%	-$18.7K	0.31%	56
2025 Q4	$332K	Sell	4,131 -883	-18%	-$73.1K	0.24%	71
2025 Q3	$379K	Sell	5,014 -772	-13%	-$56.4K	0.3%	59
2025 Q2	$402K	Sell	5,786 -700	-11%	-$48.6K	0.34%	55
2025 Q1	$460K	Sell	6,486 -1,066	-14%	-$75.2K	0.42%	48
2024 Q4	$541K	Buy	+7,552	New	+$587K	0.23%	71

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

White Knight Strategic Wealth Advisors's NEE Position: Q2 2026 in Review

White Knight Strategic Wealth Advisors reduced its NextEra Energy (NEE) stake by 0.89% in Q2 2026, selling an estimated $3.17K and leaving 3,886 shares worth $341K. The position accounts for 0.24% of the portfolio, ranked #69.

White Knight Strategic Wealth Advisors first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $541K in Q4 2024. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

White Knight Strategic Wealth Advisors held 3,886 shares of NextEra Energy worth $341K as of Q2 2026.
White Knight Strategic Wealth Advisors sold 35 NextEra Energy shares in Q2 2026, an estimated $3.17K.
NextEra Energy made up 0.24% of White Knight Strategic Wealth Advisors's portfolio in Q2 2026, its #69 holding.
White Knight Strategic Wealth Advisors first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
White Knight Strategic Wealth Advisors's NextEra Energy position peaked at $541K in Q4 2024.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.