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Arista Wealth Management’s NextEra Energy NEE Stock Holding History

Arista 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 		$2.38M Hold
27,116
– – 0.26% 49
2026
Q1 		$2.52M Hold
27,116
– – 0.31% 42
2025
Q4 		$2.18M Hold
27,116
– – 0.27% 47
2025
Q3 		$2.05M Sell
27,116
-153
-0.6% -$11.2K 0.25% 48
2025
Q2 		$1.89M Buy
+27,269
New +$1.89M 0.26% 50

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

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

Arista Wealth Management held its NextEra Energy (NEE) position steady in Q2 2026 at 27,116 shares worth $2.38M. The position accounts for 0.26% of the portfolio, ranked #49.

Arista Wealth Management first reported a position in NEE in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.52M in Q1 2026. 1,424 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Arista Wealth Management held 27,116 shares of NextEra Energy worth $2.38M as of Q2 2026.
  • Arista Wealth Management left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.26% of Arista Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Arista Wealth Management first reported a position in NextEra Energy in Q2 2025 and has held it in 5 quarters since.
  • Arista Wealth Management's NextEra Energy position peaked at $2.52M in Q1 2026.
  • 1,424 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.