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Athena Wealth Management’s NextEra Energy NEE Stock Holding History

Athena 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 Buy
12,013
+218
+2% +$19.7K 0.78% 32
2026
Q1 		$1.1M Buy
11,795
+3,589
+44% +$319K 0.9% 29
2025
Q4 		$659K Buy
+8,206
New +$680K 0.64% 32

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Athena Wealth Management increased its NextEra Energy (NEE) stake by 1.8% in Q2 2026, buying an estimated $19.7K and bringing the position to 12,013 shares worth $1.05M. The position accounts for 0.78% of the portfolio, ranked #32.

Athena Wealth Management first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.1M in Q1 2026. 786 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Athena Wealth Management held 12,013 shares of NextEra Energy worth $1.05M as of Q2 2026.
  • Athena Wealth Management bought 218 NextEra Energy shares in Q2 2026, an estimated $19.7K.
  • NextEra Energy made up 0.78% of Athena Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Athena Wealth Management first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • Athena Wealth Management's NextEra Energy position peaked at $1.1M in Q1 2026.
  • 786 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.