AFC
NEE icon

Ares Financial Consulting’s NextEra Energy NEE Stock Holding History

Ares Financial Consulting’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 		$95.3K Buy
1,086
+37
+4% +$3.35K 0.07% 152
2026
Q1 		$97.4K Buy
1,049
+464
+79% +$41.3K 0.08% 137
2025
Q4 		$47K Buy
+585
New +$48.5K 0.04% 163

Other funds holding NEE

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ares Financial Consulting's NEE Position: Q2 2026 in Review

Ares Financial Consulting increased its NextEra Energy (NEE) stake by 3.5% in Q2 2026, buying an estimated $3.35K and bringing the position to 1,086 shares worth $95.3K. The position accounts for 0.07% of the portfolio, ranked #152.

Ares Financial Consulting first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $97.4K in Q1 2026. 1,735 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Ares Financial Consulting held 1,086 shares of NextEra Energy worth $95.3K as of Q2 2026.
  • Ares Financial Consulting bought 37 NextEra Energy shares in Q2 2026, an estimated $3.35K.
  • NextEra Energy made up 0.07% of Ares Financial Consulting's portfolio in Q2 2026, its #152 holding.
  • Ares Financial Consulting first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's NextEra Energy position peaked at $97.4K in Q1 2026.
  • 1,735 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.