Aprio Wealth Management’s NextEra Energy NEE Stock Holding History

Aprio 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	$1.05M	Sell	11,953 -94	-0.8%	-$8.5K	0.05%	226
2026 Q1	$1.12M	Buy	12,047 +961	+9%	+$85.4K	0.06%	188
2025 Q4	$890K	Buy	11,086 +1,917	+21%	+$159K	0.05%	215
2025 Q3	$692K	Buy	9,169 +2,569	+39%	+$188K	0.07%	165
2025 Q2	$458K	Buy	6,600 +2,808	+74%	+$195K	0.05%	205
2025 Q1	$269K	Sell	3,792 -412	-10%	-$29.1K	0.03%	292
2024 Q4	$301K	Buy	4,204 +364	+9%	+$28.3K	0.04%	212
2024 Q3	$325K	Buy	3,840 +13	+0.3%	+$1.01K	0.05%	180
2024 Q2	$271K	Buy	3,827 +547	+17%	+$38.8K	0.05%	184
2024 Q1	$210K	Buy	+3,280	New	+$192K	0.04%	218
2022 Q3	–	Sell	-3,175	Closed	-$246K	–	120
2022 Q2	$246K	Buy	+3,175	New	+$242K	0.1%	88

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

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

Aprio Wealth Management reduced its NextEra Energy (NEE) stake by 0.78% in Q2 2026, selling an estimated $8.5K and leaving 11,953 shares worth $1.05M. The position accounts for 0.05% of the portfolio, ranked #226.

Aprio Wealth Management first reported a position in NEE in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.12M in Q1 2026. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Aprio Wealth Management held 11,953 shares of NextEra Energy worth $1.05M as of Q2 2026.
Aprio Wealth Management sold 94 NextEra Energy shares in Q2 2026, an estimated $8.5K.
NextEra Energy made up 0.05% of Aprio Wealth Management's portfolio in Q2 2026, its #226 holding.
Aprio Wealth Management first reported a position in NextEra Energy in Q2 2022 and has held it in 11 quarters since.
Aprio Wealth Management's NextEra Energy position peaked at $1.12M in Q1 2026.
3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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