WNY Asset Management’s NextEra Energy NEE Stock Holding History

WNY Asset Management’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	$433K	Buy	4,935 +64	+1%	+$5.79K	0.04%	180
2026 Q1	$452K	Buy	+4,871	New	+$433K	0.05%	164
2025 Q3	$380K	Buy	5,035 +15	+0.3%	+$1.1K	0.04%	169
2025 Q2	$348K	Buy	5,020 +222	+5%	+$15.4K	0.04%	167
2025 Q1	$340K	Buy	4,798 +203	+4%	+$14.3K	0.04%	174
2024 Q4	$329K	Sell	4,595 -656	-12%	-$51K	0.04%	160
2024 Q3	$444K	Sell	5,251 -540	-9%	-$42.1K	0.05%	153
2024 Q2	$410K	Buy	5,791 +214	+4%	+$15.2K	0.05%	161
2024 Q1	$356K	Buy	5,577 +19	+0.3%	+$1.11K	0.05%	174
2023 Q4	$338K	Buy	5,558 +378	+7%	+$21.5K	0.06%	174
2023 Q3	$297K	Buy	5,180 +441	+9%	+$30.5K	0.06%	176
2023 Q2	$352K	Buy	4,739 +36	+0.8%	+$2.73K	0.07%	148
2023 Q1	$362K	Sell	4,703 -804	-15%	-$61.8K	0.09%	143
2022 Q4	$460K	Buy	5,507 +1,924	+54%	+$155K	0.12%	119
2022 Q3	$280K	Hold	3,583	–	–	0.1%	130
2022 Q2	$278K	Sell	3,583 -60	-2%	-$4.57K	0.09%	126
2022 Q1	$309K	Sell	3,643 -4	-0.1%	-$321	0.1%	129
2021 Q4	$338K	Sell	3,647 -108	-3%	-$9.33K	0.1%	121
2021 Q3	$295K	Sell	3,755 -2	-0.1%	-$161	0.1%	119
2021 Q2	$275K	Buy	3,757 +123	+3%	+$9.23K	0.1%	122
2021 Q1	$275K	Buy	3,634 +208	+6%	+$16.2K	0.11%	106
2020 Q4	$264K	Buy	+3,426	New	+$256K	0.13%	74

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

WNY Asset Management's NEE Position: Q2 2026 in Review

WNY Asset Management increased its NextEra Energy (NEE) stake by 1.3% in Q2 2026, buying an estimated $5.79K and bringing the position to 4,935 shares worth $433K. The position accounts for 0.04% of the portfolio, ranked #180.

WNY Asset Management first reported a position in NEE in Q4 2020 and has held it in 22 quarters since. The position peaked at $460K in Q4 2022. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

WNY Asset Management held 4,935 shares of NextEra Energy worth $433K as of Q2 2026.
WNY Asset Management bought 64 NextEra Energy shares in Q2 2026, an estimated $5.79K.
NextEra Energy made up 0.04% of WNY Asset Management's portfolio in Q2 2026, its #180 holding.
WNY Asset Management first reported a position in NextEra Energy in Q4 2020 and has held it in 22 quarters since.
WNY Asset Management's NextEra Energy position peaked at $460K in Q4 2022.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on WNY Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.