55 North Private Wealth’s NextEra Energy NEE Stock Holding History

55 North Private Wealth’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	$277K	Buy	3,160 +260	+9%	+$23.5K	0.05%	193
2026 Q1	$269K	Buy	2,900 +141	+5%	+$12.5K	0.07%	153
2025 Q4	$221K	Buy	+2,759	New	+$229K	0.06%	171

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

55 North Private Wealth's NEE Position: Q2 2026 in Review

55 North Private Wealth increased its NextEra Energy (NEE) stake by 9% in Q2 2026, buying an estimated $23.5K and bringing the position to 3,160 shares worth $277K. The position accounts for 0.05% of the portfolio, ranked #193.

55 North Private Wealth first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. 3,019 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

55 North Private Wealth held 3,160 shares of NextEra Energy worth $277K as of Q2 2026.
55 North Private Wealth bought 260 NextEra Energy shares in Q2 2026, an estimated $23.5K.
NextEra Energy made up 0.05% of 55 North Private Wealth's portfolio in Q2 2026, its #193 holding.
55 North Private Wealth first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
3,019 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.