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Amplius Wealth Advisors’s NextEra Energy NEE Stock Holding History

Amplius Wealth Advisors’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 		$379K Buy
4,317
+142
+3% +$12.8K 0.03% 148
2026
Q1 		$388K Buy
4,175
+19
+0.5% +$1.69K 0.03% 125
2025
Q4 		$334K Sell
4,156
-809
-16% -$67K 0.03% 136
2025
Q3 		$375K Buy
4,965
+479
+11% +$35K 0.03% 129
2025
Q2 		$311K Buy
4,486
+32
+0.7% +$2.22K 0.03% 150
2025
Q1 		$316K Buy
4,454
+27
+0.6% +$1.91K 0.03% 136
2024
Q4 		$317K Buy
4,427
+115
+3% +$8.93K 0.03% 131
2024
Q3 		$364K Sell
4,312
-2
-0% -$156 0.04% 115
2024
Q2 		$305K Buy
4,314
+20
+0.5% +$1.42K 0.03% 127
2024
Q1 		$274K Sell
4,294
-1,076
-20% -$63K 0.03% 135
2023
Q4 		$326K Sell
5,370
-129
-2% -$7.35K 0.04% 120
2023
Q3 		$315K Sell
5,499
-17
-0.3% -$1.18K 0.04% 116
2023
Q2 		$409K Sell
5,516
-133
-2% -$10.1K 0.06% 109
2023
Q1 		$435K Buy
+5,649
New +$434K 0.06% 108
2022
Q1 		– Sell
-1,875
Closed -$175K – 639
2021
Q4 		$175K Buy
+1,875
New +$162K 0.02% 197

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Amplius Wealth Advisors's NEE Position: Q2 2026 in Review

Amplius Wealth Advisors increased its NextEra Energy (NEE) stake by 3.4% in Q2 2026, buying an estimated $12.8K and bringing the position to 4,317 shares worth $379K. The position accounts for 0.03% of the portfolio, ranked #148.

Amplius Wealth Advisors first reported a position in NEE in Q4 2021 and has held it in 15 quarters since. The position peaked at $435K in Q1 2023. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Amplius Wealth Advisors held 4,317 shares of NextEra Energy worth $379K as of Q2 2026.
  • Amplius Wealth Advisors bought 142 NextEra Energy shares in Q2 2026, an estimated $12.8K.
  • NextEra Energy made up 0.03% of Amplius Wealth Advisors's portfolio in Q2 2026, its #148 holding.
  • Amplius Wealth Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 15 quarters since.
  • Amplius Wealth Advisors's NextEra Energy position peaked at $435K in Q1 2023.
  • 982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.