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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avion Wealth's NEE Position: Q1 2026 in Review

Avion Wealth increased its NextEra Energy (NEE) stake by 658% in Q1 2026, buying an estimated $290K and bringing the position to 3,761 shares worth $349K. The position accounts for 0.07% of the portfolio, ranked #67.

Avion Wealth first reported a position in NEE in Q1 2020 and has held it in 25 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Avion Wealth held 3,761 shares of NextEra Energy worth $349K as of Q1 2026.
  • Avion Wealth bought 3,265 NextEra Energy shares in Q1 2026, an estimated $290K.
  • NextEra Energy made up 0.07% of Avion Wealth's portfolio in Q1 2026, its #67 holding.
  • Avion Wealth first reported a position in NextEra Energy in Q1 2020 and has held it in 25 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.