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Advocate Investing Services’s NextEra Energy NEE Stock Holding History

Advocate Investing Services’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 		$70.2K Hold
800
– – 0.05% 144
2026
Q1 		$74.3K Hold
800
– – 0.06% 131
2025
Q4 		$64.2K Buy
+800
New +$66.3K 0.06% 129

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advocate Investing Services's NEE Position: Q2 2026 in Review

Advocate Investing Services held its NextEra Energy (NEE) position steady in Q2 2026 at 800 shares worth $70.2K. The position accounts for 0.05% of the portfolio, ranked #144.

Advocate Investing Services first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $74.3K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Advocate Investing Services held 800 shares of NextEra Energy worth $70.2K as of Q2 2026.
  • Advocate Investing Services left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.05% of Advocate Investing Services's portfolio in Q2 2026, its #144 holding.
  • Advocate Investing Services first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's NextEra Energy position peaked at $74.3K in Q1 2026.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.