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Apriem Advisors’s NextEra Energy NEE Stock Holding History

Apriem 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 		– Sell
-3,630
Closed -$337K – 193
2026
Q1 		$337K Hold
3,630
– – 0.03% 145
2025
Q4 		$291K Buy
3,630
+50
+1% +$4.14K 0.03% 149
2025
Q3 		$270K Sell
3,580
-151
-4% -$11K 0.03% 157
2025
Q2 		$259K Buy
3,731
+186
+5% +$12.9K 0.03% 157
2025
Q1 		$251K Sell
3,545
-267
-7% -$18.8K 0.03% 155
2024
Q4 		$273K Buy
3,812
+103
+3% +$8K 0.03% 152
2024
Q3 		$314K Sell
3,709
-62
-2% -$4.84K 0.04% 130
2024
Q2 		$267K Sell
3,771
-41
-1% -$2.91K 0.03% 143
2024
Q1 		$244K Buy
+3,812
New +$223K 0.03% 149
2018
Q3 		– Sell
-692
Closed -$29K – 290
2018
Q2 		$29K Buy
+692
New +$27.9K 0.01% 301
2017
Q2 		– Sell
-812
Closed -$26K – 396
2017
Q1 		$26K Hold
812
– – 0.01% 307
2016
Q4 		$24K Buy
812
+120
+17% +$3.59K 0.01% 321
2016
Q3 		$21K Hold
692
– – 0.01% 329
2016
Q2 		$23K Buy
+692
New +$20.8K 0.01% 322
2013
Q4 		– Sell
-192
Closed -$4K – 520
2013
Q3 		$4K Hold
192
– – ﹤0.01% 426
2013
Q2 		$4K Buy
+192
New +$3.81K ﹤0.01% 399

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

Apriem Advisors's NEE Position: Q2 2026 in Review

Apriem Advisors sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 3,630 shares — an estimated $337K sold.

Apriem Advisors first reported a position in NEE in Q2 2013 and held it in 16 quarters. The position peaked at $337K in Q1 2026. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Apriem Advisors reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
  • Apriem Advisors sold 3,630 NextEra Energy shares in Q2 2026, an estimated $337K.
  • Apriem Advisors first reported a position in NextEra Energy in Q2 2013 and held it in 16 quarters.
  • Apriem Advisors's NextEra Energy position peaked at $337K in Q1 2026.
  • 3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Apriem Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.