Zinnia Wealth Advisory’s NextEra Energy NEE Stock Holding History

Zinnia Wealth Advisory’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	$371K	Buy	4,222 +19	+0.5%	+$1.72K	0.38%	55
2026 Q1	$390K	Sell	4,203 -1,979	-32%	-$176K	0.44%	54
2025 Q4	$496K	Buy	+6,182	New	+$512K	0.54%	42

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

Zinnia Wealth Advisory's NEE Position: Q2 2026 in Review

Zinnia Wealth Advisory increased its NextEra Energy (NEE) stake by 0.45% in Q2 2026, buying an estimated $1.72K and bringing the position to 4,222 shares worth $371K. The position accounts for 0.38% of the portfolio, ranked #55.

Zinnia Wealth Advisory first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $496K in Q4 2025. 3,035 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Zinnia Wealth Advisory held 4,222 shares of NextEra Energy worth $371K as of Q2 2026.
Zinnia Wealth Advisory bought 19 NextEra Energy shares in Q2 2026, an estimated $1.72K.
NextEra Energy made up 0.38% of Zinnia Wealth Advisory's portfolio in Q2 2026, its #55 holding.
Zinnia Wealth Advisory first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
Zinnia Wealth Advisory's NextEra Energy position peaked at $496K in Q4 2025.
3,035 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.