AWM
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Activest Wealth Management’s NextEra Energy NEE Stock Holding History

Activest Wealth Management’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 		$7.29K Sell
83
-405
-83% -$36.6K ﹤0.01% 649
2026
Q1 		$45.3K Buy
488
+69
+16% +$6.13K 0.01% 353
2025
Q4 		$33.6K Sell
419
-27
-6% -$2.24K 0.01% 390
2025
Q3 		$33.7K Buy
446
+92
+26% +$6.72K 0.01% 305
2025
Q2 		$24.6K Buy
354
+157
+80% +$10.9K 0.01% 292
2025
Q1 		$14K Buy
197
+189
+2,363% +$13.3K ﹤0.01% 344
2024
Q4 		$574 Buy
+8
New +$621 ﹤0.01% 517
2024
Q3 		– Sell
-203
Closed -$15.8K – 599
2024
Q2 		$14.4K Buy
203
+1
+0.5% +$71 ﹤0.01% 269
2024
Q1 		$12.9K Buy
202
+1
+0.5% +$59 0.01% 202
2023
Q4 		$12.2K Buy
201
+1
+0.5% +$57 0.01% 184
2023
Q3 		$11.5K Buy
200
+1
+0.5% +$69 0.01% 164
2023
Q2 		$15K Buy
+199
New +$15.1K 0.01% 144
2023
Q1 		– Sell
-19
Closed -$1.59K – 457
2022
Q4 		$1.59K Hold
19
– – ﹤0.01% 408
2022
Q3 		$1K Buy
+19
New +$1.61K ﹤0.01% 415
2022
Q2 		– Sell
-131
Closed -$11K – 388
2022
Q1 		$11K Buy
+131
New +$10.5K 0.01% 196
2021
Q4 		– Sell
-141
Closed -$11K – 379
2021
Q3 		$11K Buy
+141
New +$11.4K 0.01% 219

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
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
Ninety One (UK)
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Activest Wealth Management's NEE Position: Q2 2026 in Review

Activest Wealth Management reduced its NextEra Energy (NEE) stake by 83% in Q2 2026, selling an estimated $36.6K and leaving 83 shares worth $7.29K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Activest Wealth Management first reported a position in NEE in Q3 2021 and has held it in 16 quarters since. The position peaked at $45.3K in Q1 2026. 1,177 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Activest Wealth Management held 83 shares of NextEra Energy worth $7.29K as of Q2 2026.
  • Activest Wealth Management sold 405 NextEra Energy shares in Q2 2026, an estimated $36.6K.
  • NextEra Energy made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #649 holding.
  • Activest Wealth Management first reported a position in NextEra Energy in Q3 2021 and has held it in 16 quarters since.
  • Activest Wealth Management's NextEra Energy position peaked at $45.3K in Q1 2026.
  • 1,177 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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