AFW
NEE icon

Avantra Family Wealth’s NextEra Energy NEE Stock Holding History

Avantra Family Wealth’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 		$630K Hold
7,176
– – 0.4% 81
2026
Q1 		$667K Hold
7,176
– – 0.5% 60
2025
Q4 		$576K Hold
7,176
– – 0.42% 70
2025
Q3 		$542K Hold
7,176
– – 0.41% 74
2025
Q2 		$498K Hold
7,176
– – 0.41% 68
2025
Q1 		$509K Hold
7,176
– – 0.49% 73
2024
Q4 		$514K Buy
+7,176
New +$557K 0.48% 71

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

Avantra Family Wealth's NEE Position: Q2 2026 in Review

Avantra Family Wealth held its NextEra Energy (NEE) position steady in Q2 2026 at 7,176 shares worth $630K. The position accounts for 0.4% of the portfolio, ranked #81.

Avantra Family Wealth first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $667K in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Avantra Family Wealth held 7,176 shares of NextEra Energy worth $630K as of Q2 2026.
  • Avantra Family Wealth left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.4% of Avantra Family Wealth's portfolio in Q2 2026, its #81 holding.
  • Avantra Family Wealth first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
  • Avantra Family Wealth's NextEra Energy position peaked at $667K in Q1 2026.
  • 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.