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AE Wealth Management’s NextEra Energy NEE Stock Holding History

AE 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
2021
Q4 		– Sell
-800
Closed -$1K – 1751
2021
Q3 		$1K Buy
+800
New +$64.5K ﹤0.01% 1611

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

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

AE Wealth Management reduced its NextEra Energy (NEE) stake by 66% in Q2 2026, selling an estimated $13.6M and leaving 76,470 shares worth $6.71M. The position accounts for 0.03% of the portfolio, ranked #371.

AE Wealth Management first reported a position in NEE in Q2 2017 and has held it in 37 quarters since. The position peaked at $41M in Q4 2022. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • AE Wealth Management held 76,470 shares of NextEra Energy worth $6.71M as of Q2 2026.
  • AE Wealth Management sold 149,998 NextEra Energy shares in Q2 2026, an estimated $13.6M.
  • NextEra Energy made up 0.03% of AE Wealth Management's portfolio in Q2 2026, its #371 holding.
  • AE Wealth Management first reported a position in NextEra Energy in Q2 2017 and has held it in 37 quarters since.
  • AE Wealth Management's NextEra Energy position peaked at $41M in Q4 2022.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.