Ameliora Wealth Management’s NextEra Energy NEE Stock Holding History

Ameliora 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
2026 Q2	$94.8K	Hold	1,080	–	–	0.03%	133
2026 Q1	$100K	Hold	1,080	–	–	0.03%	126
2025 Q4	$86.7K	Hold	1,080	–	–	0.03%	134
2025 Q3	$81.5K	Buy	+1,080	New	+$78.9K	0.03%	136
2025 Q2	–	Sell	-5,200	Closed	-$369K	–	234
2025 Q1	$369K	Hold	5,200	–	–	0.14%	73
2024 Q4	$373K	Hold	5,200	–	–	0.14%	75
2024 Q3	$440K	Sell	5,200 -800	-13%	-$62.4K	0.18%	57
2024 Q2	$425K	Hold	6,000	–	–	0.19%	60
2024 Q1	$383K	Hold	6,000	–	–	0.17%	66
2023 Q4	$364K	Hold	6,000	–	–	0.18%	65
2023 Q3	$344K	Hold	6,000	–	–	0.2%	61
2023 Q2	$445K	Hold	6,000	–	–	0.28%	55
2023 Q1	$462K	Hold	6,000	–	–	0.27%	66
2022 Q4	$502K	Hold	6,000	–	–	0.27%	48
2022 Q3	$436K	Buy	+6,000	New	+$509K	0.24%	56

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

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

Ameliora Wealth Management held its NextEra Energy (NEE) position steady in Q2 2026 at 1,080 shares worth $94.8K. The position accounts for 0.03% of the portfolio, ranked #133.

Ameliora Wealth Management first reported a position in NEE in Q3 2022 and has held it in 15 quarters since. The position peaked at $502K in Q4 2022. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Ameliora Wealth Management held 1,080 shares of NextEra Energy worth $94.8K as of Q2 2026.
Ameliora Wealth Management left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.03% of Ameliora Wealth Management's portfolio in Q2 2026, its #133 holding.
Ameliora Wealth Management first reported a position in NextEra Energy in Q3 2022 and has held it in 15 quarters since.
Ameliora Wealth Management's NextEra Energy position peaked at $502K in Q4 2022.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.