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Avestar Capital’s NextEra Energy NEE Stock Holding History

Avestar Capital’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 		$1.17M Sell
13,334
-422
-3% -$38.2K 0.07% 214
2026
Q1 		$1.28M Buy
13,756
+807
+6% +$71.7K 0.08% 182
2025
Q4 		$1.04M Buy
12,949
+469
+4% +$38.8K 0.07% 215
2025
Q3 		$942K Sell
12,480
-1,923
-13% -$141K 0.06% 227
2025
Q2 		$1,000K Buy
14,403
+1,654
+13% +$115K 0.07% 212
2025
Q1 		$904K Buy
12,749
+1,057
+9% +$74.6K 0.08% 204
2024
Q4 		$838K Buy
11,692
+1,092
+10% +$84.8K 0.07% 201
2024
Q3 		$896K Sell
10,600
-251
-2% -$19.6K 0.09% 169
2024
Q2 		$768K Buy
10,851
+138
+1% +$9.79K 0.08% 186
2024
Q1 		$685K Buy
10,713
+4,452
+71% +$261K 0.07% 194
2023
Q4 		$380K Buy
6,261
+1,010
+19% +$57.6K 0.04% 247
2023
Q3 		$301K Sell
5,251
-365
-6% -$25.3K 0.04% 251
2023
Q2 		$417K Buy
5,616
+926
+20% +$70.1K 0.07% 171
2023
Q1 		$362K Sell
4,690
-759
-14% -$58.4K 0.06% 194
2022
Q4 		$456K Buy
5,449
+92
+2% +$7.43K 0.08% 152
2022
Q3 		$420K Buy
5,357
+1,723
+47% +$146K 0.11% 146
2022
Q2 		$281K Buy
3,634
+899
+33% +$68.4K 0.07% 221
2022
Q1 		$232K Sell
2,735
-2,190
-44% -$176K 0.04% 355
2021
Q4 		$460K Buy
4,925
+1,190
+32% +$103K 0.06% 275
2021
Q3 		$293K Sell
3,735
-35
-0.9% -$2.82K 0.04% 354
2021
Q2 		$276K Buy
3,770
+45
+1% +$3.38K 0.04% 346
2021
Q1 		$287K Buy
3,725
+912
+32% +$71.2K 0.06% 253
2020
Q4 		$217K Buy
+2,813
New +$210K 0.06% 248
2019
Q3 		– Sell
-1,956
Closed -$96K – 598
2019
Q2 		$96K Buy
1,956
+16
+0.8% +$787 0.06% 196
2019
Q1 		$91K Hold
1,940
– – 0.06% 203
2018
Q4 		$81K Sell
1,940
-28
-1% -$1.22K 0.06% 203
2018
Q3 		$79K Sell
1,968
-156
-7% -$6.64K 0.05% 222
2018
Q2 		$86K Buy
2,124
+144
+7% +$5.82K 0.05% 211
2018
Q1 		$77K Sell
1,980
-140
-7% -$5.4K 0.05% 203
2017
Q4 		$79K Buy
+2,120
New +$81.8K 0.06% 189

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

Avestar Capital's NEE Position: Q2 2026 in Review

Avestar Capital reduced its NextEra Energy (NEE) stake by 3.1% in Q2 2026, selling an estimated $38.2K and leaving 13,334 shares worth $1.17M. The position accounts for 0.07% of the portfolio, ranked #214.

Avestar Capital first reported a position in NEE in Q4 2017 and has held it in 30 quarters since. The position peaked at $1.28M in Q1 2026. 1,445 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Avestar Capital held 13,334 shares of NextEra Energy worth $1.17M as of Q2 2026.
  • Avestar Capital sold 422 NextEra Energy shares in Q2 2026, an estimated $38.2K.
  • NextEra Energy made up 0.07% of Avestar Capital's portfolio in Q2 2026, its #214 holding.
  • Avestar Capital first reported a position in NextEra Energy in Q4 2017 and has held it in 30 quarters since.
  • Avestar Capital's NextEra Energy position peaked at $1.28M in Q1 2026.
  • 1,445 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.