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Align Financial’s NextEra Energy NEE Stock Holding History

Align Financial’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 		$57.8K Hold
658
– – 0.03% 144
2026
Q1 		$61.1K Sell
658
-52,166
-99% -$4.64M 0.03% 141
2025
Q4 		$52.8K Buy
+52,824
New +$4.38M 0.03% 149

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

Align Financial's NEE Position: Q2 2026 in Review

Align Financial held its NextEra Energy (NEE) position steady in Q2 2026 at 658 shares worth $57.8K. The position accounts for 0.03% of the portfolio, ranked #144.

Align Financial first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $61.1K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Align Financial held 658 shares of NextEra Energy worth $57.8K as of Q2 2026.
  • Align Financial left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.03% of Align Financial's portfolio in Q2 2026, its #144 holding.
  • Align Financial first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • Align Financial's NextEra Energy position peaked at $61.1K in Q1 2026.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Align Financial's 13F filing for Q2 2026, filed 27 Jul 2026.