Allied Private Wealth’s NextEra Energy NEE Stock Holding History

Allied Private Wealth’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	$674K	Buy	+7,703	New	+$697K	0.43%	47

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

Allied Private Wealth's NEE Position: Q2 2026 in Review

Allied Private Wealth opened a new position in NextEra Energy (NEE) in Q2 2026: 7,703 shares worth $674K. The stake represents 0.43% of the portfolio and ranks #47 among its holdings.

3,035 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Allied Private Wealth held 7,703 shares of NextEra Energy worth $674K as of Q2 2026.
NextEra Energy was a new Allied Private Wealth position in Q2 2026.
NextEra Energy made up 0.43% of Allied Private Wealth's portfolio in Q2 2026, its #47 holding.
3,035 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.