Widmann Financial Services’s NextEra Energy NEE Stock Holding History

Widmann Financial Services’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	$221K	Hold	2,518	–	–	0.12%	117
2026 Q1	$234K	Hold	2,518	–	–	0.14%	110
2025 Q4	$202K	Sell	2,518 -301	-11%	-$24.9K	0.12%	113
2025 Q3	$213K	Buy	+2,819	New	+$206K	0.13%	108
2024 Q4	–	Sell	-2,400	Closed	-$203K	–	105
2024 Q3	$203K	Hold	2,400	–	–	0.15%	99
2024 Q2	$170K	Buy	+2,400	New	+$170K	0.14%	103
2023 Q1	–	Sell	-2,400	Closed	-$201K	–	83
2022 Q4	$201K	Buy	+2,400	New	+$194K	0.21%	78
2022 Q2	–	Sell	-2,400	Closed	-$203K	–	88
2022 Q1	$203K	Hold	2,400	–	–	0.18%	83
2021 Q4	$224K	Buy	+2,400	New	+$207K	0.18%	82

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 $3.37T AUM 44.26% 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

Widmann Financial Services's NEE Position: Q2 2026 in Review

Widmann Financial Services held its NextEra Energy (NEE) position steady in Q2 2026 at 2,518 shares worth $221K. The position accounts for 0.12% of the portfolio, ranked #117.

Widmann Financial Services first reported a position in NEE in Q4 2021 and has held it in 9 quarters since. The position peaked at $234K in Q1 2026. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Widmann Financial Services held 2,518 shares of NextEra Energy worth $221K as of Q2 2026.
Widmann Financial Services left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.12% of Widmann Financial Services's portfolio in Q2 2026, its #117 holding.
Widmann Financial Services first reported a position in NextEra Energy in Q4 2021 and has held it in 9 quarters since.
Widmann Financial Services's NextEra Energy position peaked at $234K in Q1 2026.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.