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WJ Financial Advisors’s NextEra Energy NEE Stock Holding History

WJ Financial 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 		$540K Buy
6,154
+2,859
+87% +$259K 0.4% 70
2026
Q1 		$306K Buy
3,295
+6
+0.2% +$533 0.25% 98
2025
Q4 		$264K Sell
3,289
-200
-6% -$16.6K 0.24% 100
2025
Q3 		$263K Buy
+3,489
New +$255K 0.26% 95

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 $3.38T AUM 44.17% 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

WJ Financial Advisors's NEE Position: Q2 2026 in Review

WJ Financial Advisors increased its NextEra Energy (NEE) stake by 87% in Q2 2026, buying an estimated $259K and bringing the position to 6,154 shares worth $540K. The position accounts for 0.4% of the portfolio, ranked #70.

WJ Financial Advisors first reported a position in NEE in Q3 2025 and has held it in 4 quarters since. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • WJ Financial Advisors held 6,154 shares of NextEra Energy worth $540K as of Q2 2026.
  • WJ Financial Advisors bought 2,859 NextEra Energy shares in Q2 2026, an estimated $259K.
  • NextEra Energy made up 0.4% of WJ Financial Advisors's portfolio in Q2 2026, its #70 holding.
  • WJ Financial Advisors first reported a position in NextEra Energy in Q3 2025 and has held it in 4 quarters since.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.