Aventura Private Wealth’s NextEra Energy NEE Stock Holding History

Aventura Private 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	$1.39M	Buy	15,892 +523	+3%	+$47.3K	0.43%	46
2026 Q1	$1.43M	Sell	15,369 -326	-2%	-$29K	0.52%	38
2025 Q4	$1.26M	Buy	15,695 +96	+0.6%	+$7.95K	0.45%	42
2025 Q3	$1.18M	Sell	15,599 -1,373	-8%	-$100K	0.43%	43
2025 Q2	$1.18M	Buy	16,972 +778	+5%	+$54K	0.51%	41
2025 Q1	$1.15M	Buy	16,194 +534	+3%	+$37.7K	0.6%	36
2024 Q4	$1.12M	Buy	+15,660	New	+$1.22M	0.6%	33

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aventura Private Wealth's NEE Position: Q2 2026 in Review

Aventura Private Wealth increased its NextEra Energy (NEE) stake by 3.4% in Q2 2026, buying an estimated $47.3K and bringing the position to 15,892 shares worth $1.39M. The position accounts for 0.43% of the portfolio, ranked #46.

Aventura Private Wealth first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.43M in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Aventura Private Wealth held 15,892 shares of NextEra Energy worth $1.39M as of Q2 2026.
Aventura Private Wealth bought 523 NextEra Energy shares in Q2 2026, an estimated $47.3K.
NextEra Energy made up 0.43% of Aventura Private Wealth's portfolio in Q2 2026, its #46 holding.
Aventura Private Wealth first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's NextEra Energy position peaked at $1.43M in Q1 2026.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.