Wiser Advisor Group’s NextEra Energy NEE Stock Holding History

Wiser Advisor 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	$63.5K	Hold	723	–	–	0.07%	80
2026 Q1	$67.2K	Sell	723 -149	-17%	-$13.2K	0.08%	77
2025 Q4	$70K	Hold	872	–	–	0.08%	79
2025 Q3	$65.8K	Buy	+872	New	+$63.7K	0.08%	76
2025 Q2	–	Sell	-872	Closed	-$61.8K	–	178
2025 Q1	$61.8K	Hold	872	–	–	0.09%	80
2024 Q4	$62.5K	Hold	872	–	–	0.09%	86
2024 Q3	$73.7K	Hold	872	–	–	0.11%	78
2024 Q2	$61.7K	Hold	872	–	–	0.1%	80
2024 Q1	$55.7K	Hold	872	–	–	0.09%	89
2023 Q4	$53K	Buy	+872	New	+$49.7K	0.09%	89

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

Wiser Advisor Group's NEE Position: Q2 2026 in Review

Wiser Advisor Group held its NextEra Energy (NEE) position steady in Q2 2026 at 723 shares worth $63.5K. The position accounts for 0.07% of the portfolio, ranked #80.

Wiser Advisor Group first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. The position peaked at $73.7K in Q3 2024. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Wiser Advisor Group held 723 shares of NextEra Energy worth $63.5K as of Q2 2026.
Wiser Advisor Group left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.07% of Wiser Advisor Group's portfolio in Q2 2026, its #80 holding.
Wiser Advisor Group first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
Wiser Advisor Group's NextEra Energy position peaked at $73.7K in Q3 2024.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.