Worth Financial Advisory Group’s NextEra Energy NEE Stock Holding History

Worth Financial Advisory 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	$618K	Buy	+7,046	New	+$637K	0.26%	92
2026 Q1	–	Sell	-6,379	Closed	-$512K	–	135
2025 Q4	$512K	Buy	6,379 +42	+0.7%	+$3.48K	0.25%	97
2025 Q3	$478K	Buy	6,337 +1,734	+38%	+$127K	0.27%	94
2025 Q2	$320K	Buy	4,603 +92	+2%	+$6.39K	0.2%	111
2025 Q1	$320K	Buy	+4,511	New	+$318K	0.2%	112
2024 Q4	–	Sell	-2,378	Closed	-$201K	–	163
2024 Q3	$201K	Buy	+2,378	New	+$186K	0.12%	161
2024 Q2	–	Sell	-5,277	Closed	-$337K	–	156
2024 Q1	$337K	Sell	5,277 -1,134	-18%	-$66.4K	0.23%	100
2023 Q4	$389K	Sell	6,411 -798	-11%	-$45.5K	0.31%	86
2023 Q3	$413K	Sell	7,209 -1,509	-17%	-$104K	0.37%	76
2023 Q2	$647K	Buy	8,718 +297	+4%	+$22.5K	0.6%	42
2023 Q1	$649K	Buy	+8,421	New	+$648K	0.62%	44

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

Worth Financial Advisory Group's NEE Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in NextEra Energy (NEE) in Q2 2026: 7,046 shares worth $618K. The stake represents 0.26% of the portfolio and ranks #92 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in NEE as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in NEE in Q1 2023 and has held it in 11 quarters since. The position peaked at $649K in Q1 2023. 3,019 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Worth Financial Advisory Group held 7,046 shares of NextEra Energy worth $618K as of Q2 2026.
NextEra Energy was a new Worth Financial Advisory Group position in Q2 2026.
NextEra Energy made up 0.26% of Worth Financial Advisory Group's portfolio in Q2 2026, its #92 holding.
Worth Financial Advisory Group first reported a position in NextEra Energy in Q1 2023 and has held it in 11 quarters since.
Worth Financial Advisory Group's NextEra Energy position peaked at $649K in Q1 2023.
3,019 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.