Advyzon Investment Management’s NextEra Energy NEE Stock Holding History

Advyzon Investment 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	$2.01M	Sell	22,927 -2,266	-9%	-$205K	0.15%	144
2026 Q1	$2.34M	Sell	25,193 -5,398	-18%	-$480K	0.21%	112
2025 Q4	$2.46M	Buy	30,591 +9,943	+48%	+$824K	0.28%	86
2025 Q3	$1.56M	Buy	20,648 +16,986	+464%	+$1.24M	0.27%	84
2025 Q2	$254K	Buy	3,662 +399	+12%	+$27.7K	0.06%	311
2025 Q1	$231K	Buy	+3,263	New	+$230K	0.08%	229

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 $3.38T AUM 44.17% 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

Advyzon Investment Management's NEE Position: Q2 2026 in Review

Advyzon Investment Management reduced its NextEra Energy (NEE) stake by 9% in Q2 2026, selling an estimated $205K and leaving 22,927 shares worth $2.01M. The position accounts for 0.15% of the portfolio, ranked #144.

Advyzon Investment Management first reported a position in NEE in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.46M in Q4 2025. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Advyzon Investment Management held 22,927 shares of NextEra Energy worth $2.01M as of Q2 2026.
Advyzon Investment Management sold 2,266 NextEra Energy shares in Q2 2026, an estimated $205K.
NextEra Energy made up 0.15% of Advyzon Investment Management's portfolio in Q2 2026, its #144 holding.
Advyzon Investment Management first reported a position in NextEra Energy in Q1 2025 and has held it in 6 quarters since.
Advyzon Investment Management's NextEra Energy position peaked at $2.46M in Q4 2025.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.