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Ascension Capital Advisors’s NextEra Energy NEE Stock Holding History

Ascension Capital 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 		$201K Sell
2,291
-30
-1% -$2.71K 0.06% 97
2026
Q1 		$216K Buy
+2,321
New +$206K 0.07% 75

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

Ascension Capital Advisors's NEE Position: Q2 2026 in Review

Ascension Capital Advisors reduced its NextEra Energy (NEE) stake by 1.3% in Q2 2026, selling an estimated $2.71K and leaving 2,291 shares worth $201K. The position accounts for 0.06% of the portfolio, ranked #97.

Ascension Capital Advisors first reported a position in NEE in Q1 2026 and has held it in 2 quarters since. The position peaked at $216K in Q1 2026. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Ascension Capital Advisors held 2,291 shares of NextEra Energy worth $201K as of Q2 2026.
  • Ascension Capital Advisors sold 30 NextEra Energy shares in Q2 2026, an estimated $2.71K.
  • NextEra Energy made up 0.06% of Ascension Capital Advisors's portfolio in Q2 2026, its #97 holding.
  • Ascension Capital Advisors first reported a position in NextEra Energy in Q1 2026 and has held it in 2 quarters since.
  • Ascension Capital Advisors's NextEra Energy position peaked at $216K in Q1 2026.
  • 3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Ascension Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.