Arax Advisory Partners’s NextEra Energy NEE Stock Holding History

Arax Advisory Partners’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	$132K	Buy	+1,500	New	+$136K	﹤0.01%	2532

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

Arax Advisory Partners's NEE Position: Q2 2026 in Review

Arax Advisory Partners increased its NextEra Energy (NEE) stake by 321% in Q2 2026, buying an estimated $12.3M and bringing the position to 177,718 shares worth $15.6M. The position accounts for 0.1% of the portfolio, ranked #213.

Arax Advisory Partners first reported a position in NEE in Q3 2018 and has held it in 30 quarters since. 3,034 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Arax Advisory Partners held 177,718 shares of NextEra Energy worth $15.6M as of Q2 2026.
Arax Advisory Partners bought 135,528 NextEra Energy shares in Q2 2026, an estimated $12.3M.
NextEra Energy made up 0.1% of Arax Advisory Partners's portfolio in Q2 2026, its #213 holding.
Arax Advisory Partners first reported a position in NextEra Energy in Q3 2018 and has held it in 30 quarters since.
3,034 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.