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Aaron Wealth Advisors’s NextEra Energy NEE Stock Holding History

Aaron Wealth Advisors’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 		$1.33M Buy
15,160
+1,516
+11% +$137K 0.07% 189
2026
Q1 		$1.27M Buy
13,644
+1,510
+12% +$134K 0.07% 178
2025
Q4 		$974K Buy
12,134
+4,762
+65% +$394K 0.05% 252
2025
Q3 		$557K Sell
7,372
-648
-8% -$47.3K 0.03% 382
2025
Q2 		$557K Sell
8,020
-243
-3% -$16.9K 0.06% 213
2025
Q1 		$586K Buy
8,263
+171
+2% +$12.1K 0.07% 186
2024
Q4 		$580K Buy
8,092
+835
+12% +$64.9K 0.07% 180
2024
Q3 		$613K Buy
7,257
+1,032
+17% +$80.5K 0.07% 166
2024
Q2 		$441K Buy
6,225
+81
+1% +$5.75K 0.06% 178
2024
Q1 		$393K Buy
6,144
+915
+17% +$53.6K 0.06% 183
2023
Q4 		$318K Buy
5,229
+811
+18% +$46.2K 0.05% 186
2023
Q3 		$253K Buy
4,418
+284
+7% +$19.7K 0.03% 218
2023
Q2 		$307K Buy
4,134
+78
+2% +$5.91K 0.04% 202
2023
Q1 		$313K Buy
4,056
+169
+4% +$13K 0.04% 203
2022
Q4 		$325K Sell
3,887
-1,605
-29% -$130K 0.05% 188
2022
Q3 		$431K Buy
5,492
+1,662
+43% +$141K 0.08% 125
2022
Q2 		$296K Sell
3,830
-219,296
-98% -$16.7M 0.07% 151
2022
Q1 		$2.63M Buy
223,126
+219,516
+6,081% +$17.6M 0.04% 197
2021
Q4 		$337K Buy
3,610
+133
+4% +$11.5K 0.09% 132
2021
Q3 		$273K Buy
3,477
+431
+14% +$34.8K 0.08% 132
2021
Q2 		$223K Buy
3,046
+222
+8% +$16.7K 0.07% 145
2021
Q1 		$213K Sell
2,824
-214
-7% -$16.7K 0.08% 143
2020
Q4 		$234K Buy
+3,038
New +$227K 0.09% 115

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aaron Wealth Advisors's NEE Position: Q2 2026 in Review

Aaron Wealth Advisors increased its NextEra Energy (NEE) stake by 11% in Q2 2026, buying an estimated $137K and bringing the position to 15,160 shares worth $1.33M. The position accounts for 0.07% of the portfolio, ranked #189.

Aaron Wealth Advisors first reported a position in NEE in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.63M in Q1 2022. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Aaron Wealth Advisors held 15,160 shares of NextEra Energy worth $1.33M as of Q2 2026.
  • Aaron Wealth Advisors bought 1,516 NextEra Energy shares in Q2 2026, an estimated $137K.
  • NextEra Energy made up 0.07% of Aaron Wealth Advisors's portfolio in Q2 2026, its #189 holding.
  • Aaron Wealth Advisors first reported a position in NextEra Energy in Q4 2020 and has held it in 23 quarters since.
  • Aaron Wealth Advisors's NextEra Energy position peaked at $2.63M in Q1 2022.
  • 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.