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Auxano Advisors’s NextEra Energy NEE Stock Holding History

Auxano 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 		$264K Sell
3,009
-123
-4% -$11.1K 0.05% 167
2026
Q1 		$291K Buy
3,132
+130
+4% +$11.6K 0.06% 160
2025
Q4 		$241K Buy
3,002
+315
+12% +$26.1K 0.05% 171
2025
Q3 		$203K Buy
+2,687
New +$196K 0.04% 169
2025
Q1 		– Sell
-3,372
Closed -$242K – 169
2024
Q4 		$242K Buy
3,372
+469
+16% +$36.4K 0.06% 148
2024
Q3 		$245K Sell
2,903
-164
-5% -$12.8K 0.06% 142
2024
Q2 		$217K Sell
3,067
-83
-3% -$5.89K 0.06% 139
2024
Q1 		$201K Buy
+3,150
New +$185K 0.06% 150

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 $3.38T AUM 44.17% 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

Auxano Advisors's NEE Position: Q2 2026 in Review

Auxano Advisors reduced its NextEra Energy (NEE) stake by 3.9% in Q2 2026, selling an estimated $11.1K and leaving 3,009 shares worth $264K. The position accounts for 0.05% of the portfolio, ranked #167.

Auxano Advisors first reported a position in NEE in Q1 2024 and has held it in 8 quarters since. The position peaked at $291K in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Auxano Advisors held 3,009 shares of NextEra Energy worth $264K as of Q2 2026.
  • Auxano Advisors sold 123 NextEra Energy shares in Q2 2026, an estimated $11.1K.
  • NextEra Energy made up 0.05% of Auxano Advisors's portfolio in Q2 2026, its #167 holding.
  • Auxano Advisors first reported a position in NextEra Energy in Q1 2024 and has held it in 8 quarters since.
  • Auxano Advisors's NextEra Energy position peaked at $291K in Q1 2026.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Auxano Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.