Planning Strategies Inc.’s NextEra Energy NEE Stock Holding History

Planning Strategies Inc.’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	$28.4K	Buy	+324	New	+$29.3K	0.02%	207

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Planning Strategies Inc.'s NEE Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in NextEra Energy (NEE) in Q2 2026: 324 shares worth $28.4K. The stake represents 0.02% of the portfolio and ranks #207 among its holdings.

1,195 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Planning Strategies Inc. held 324 shares of NextEra Energy worth $28.4K as of Q2 2026.
NextEra Energy was a new Planning Strategies Inc. position in Q2 2026.
NextEra Energy made up 0.02% of Planning Strategies Inc.'s portfolio in Q2 2026, its #207 holding.
1,195 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.