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Avion Wealth’s NextEra Energy NEE Stock Holding History

Avion 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 		$291K Sell
3,322
-439
-12% -$39.7K 0.05% 89
2026
Q1 		$349K Buy
3,761
+3,265
+658% +$290K 0.07% 67
2025
Q4 		$39K Buy
496
+1
+0.2% +$83 0.01% 233
2025
Q3 		$37K Buy
495
+10
+2% +$731 0.01% 250
2025
Q2 		$33K Sell
485
-135
-22% -$9.38K 0.01% 246
2025
Q1 		$44K Hold
620
– – 0.01% 204
2024
Q4 		$44K Buy
620
+2
+0.3% +$155 0.01% 203
2024
Q3 		$52K Buy
618
+242
+64% +$18.9K 0.01% 167
2024
Q2 		$26K Buy
376
+23
+7% +$1.63K 0.01% 214
2024
Q1 		$23K Sell
353
-55
-13% -$3.22K 0.01% 213
2023
Q4 		$25K Buy
408
+50
+14% +$2.85K 0.01% 195
2023
Q3 		$20K Buy
358
+62
+21% +$4.29K 0.01% 219
2023
Q2 		$21K Buy
296
+69
+30% +$5.22K 0.01% 225
2023
Q1 		$18K Hold
227
– – ﹤0.01% 222
2022
Q4 		$17K Hold
227
– – 0.01% 225
2022
Q3 		$18K Hold
227
– – 0.01% 221
2022
Q2 		$18K Buy
227
+79
+53% +$6.01K 0.01% 209
2022
Q1 		$13K Hold
148
– – ﹤0.01% 209
2021
Q4 		$14K Sell
148
-188
-56% -$16.2K ﹤0.01% 208
2021
Q3 		$26K Hold
336
– – 0.01% 168
2021
Q2 		$25K Hold
336
– – 0.01% 162
2021
Q1 		$25K Hold
336
– – 0.01% 156
2020
Q4 		$26K Hold
336
– – 0.01% 163
2020
Q3 		$23K Hold
336
– – 0.01% 129
2020
Q2 		$20K Hold
336
– – 0.01% 130
2020
Q1 		$20K Buy
+336
New +$21.1K 0.01% 126

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

Avion Wealth's NEE Position: Q2 2026 in Review

Avion Wealth reduced its NextEra Energy (NEE) stake by 12% in Q2 2026, selling an estimated $39.7K and leaving 3,322 shares worth $291K. The position accounts for 0.05% of the portfolio, ranked #89.

Avion Wealth first reported a position in NEE in Q1 2020 and has held it in 26 quarters since. The position peaked at $349K in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Avion Wealth held 3,322 shares of NextEra Energy worth $291K as of Q2 2026.
  • Avion Wealth sold 439 NextEra Energy shares in Q2 2026, an estimated $39.7K.
  • NextEra Energy made up 0.05% of Avion Wealth's portfolio in Q2 2026, its #89 holding.
  • Avion Wealth first reported a position in NextEra Energy in Q1 2020 and has held it in 26 quarters since.
  • Avion Wealth's NextEra Energy position peaked at $349K in Q1 2026.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.