Advisortrust Partners’s NextEra Energy NEE Stock Holding History

Advisortrust Partners’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	$230K	Buy	2,620 +304	+13%	+$27.5K	0.08%	184
2026 Q1	$215K	Buy	+2,316	New	+$206K	0.09%	169

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

Advisortrust Partners's NEE Position: Q2 2026 in Review

Advisortrust Partners increased its NextEra Energy (NEE) stake by 13% in Q2 2026, buying an estimated $27.5K and bringing the position to 2,620 shares worth $230K. The position accounts for 0.08% of the portfolio, ranked #184.

Advisortrust Partners first reported a position in NEE in Q1 2026 and has held it in 2 quarters since. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Advisortrust Partners held 2,620 shares of NextEra Energy worth $230K as of Q2 2026.
Advisortrust Partners bought 304 NextEra Energy shares in Q2 2026, an estimated $27.5K.
NextEra Energy made up 0.08% of Advisortrust Partners's portfolio in Q2 2026, its #184 holding.
Advisortrust Partners first reported a position in NextEra Energy in Q1 2026 and has held it in 2 quarters since.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.