AWM
NEE icon

Avior Wealth Management’s NextEra Energy NEE Stock Holding History

Avior Wealth Management’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 		$1.8M Sell
20,545
-6,890
-25% -$623K 0.05% 257
2026
Q1 		$2.55M Buy
27,435
+350
+1% +$31.1K 0.07% 213
2025
Q4 		$2.17M Sell
27,085
-305
-1% -$25.3K 0.07% 192
2025
Q3 		$2.07M Buy
27,390
+405
+2% +$29.6K 0.07% 191
2025
Q2 		$1.87M Buy
26,985
+2,776
+11% +$193K 0.06% 188
2025
Q1 		$1.72M Sell
24,209
-3,170
-12% -$224K 0.07% 192
2024
Q4 		$1.96M Sell
27,379
-286
-1% -$22.2K 0.07% 179
2024
Q3 		$2.34M Sell
27,665
-964
-3% -$75.2K 0.09% 149
2024
Q2 		$2.03M Buy
28,629
+9,083
+46% +$644K 0.09% 161
2024
Q1 		$1.25M Buy
19,546
+9,505
+95% +$557K 0.06% 238
2023
Q4 		$610K Sell
10,041
-413
-4% -$23.5K 0.04% 297
2023
Q3 		$599K Buy
10,454
+43
+0.4% +$2.98K 0.04% 283
2023
Q2 		$773K Sell
10,411
-1,285
-11% -$97.3K 0.05% 243
2023
Q1 		$902K Buy
11,696
+6,164
+111% +$474K 0.06% 218
2022
Q4 		$463K Buy
5,532
+800
+17% +$64.6K 0.03% 321
2022
Q3 		$371K Buy
4,732
+1
+0% +$85 0.03% 338
2022
Q2 		$366K Sell
4,731
-1,429
-23% -$109K 0.04% 316
2022
Q1 		$521K Sell
6,160
-139
-2% -$11.1K 0.04% 289
2021
Q4 		$588K Sell
6,299
-4,317
-41% -$373K 0.05% 295
2021
Q3 		$833K Sell
10,616
-251
-2% -$20.2K 0.07% 218
2021
Q2 		$795K Buy
10,867
+3,705
+52% +$278K 0.08% 211
2021
Q1 		$541K Buy
7,162
+2,470
+53% +$193K 0.06% 283
2020
Q4 		$362K Buy
4,692
+56
+1% +$4.19K 0.04% 324
2020
Q3 		$320K Buy
4,636
+664
+17% +$45.8K 0.05% 324
2020
Q2 		$238K Sell
3,972
-2,492
-39% -$149K 0.04% 363
2020
Q1 		$387K Buy
6,464
+1,488
+30% +$93.5K 0.08% 233
2019
Q4 		$300K Buy
4,976
+1,476
+42% +$86.2K 0.05% 324
2019
Q3 		$203K Sell
3,500
-56
-2% -$3.03K 0.04% 361
2019
Q2 		$182K Buy
3,556
+56
+2% +$2.75K 0.03% 365
2019
Q1 		$169K Hold
3,500
– – 0.04% 362
2018
Q4 		$152K Sell
3,500
-548
-14% -$24K 0.04% 368
2018
Q3 		$170K Buy
4,048
+304
+8% +$12.9K 0.04% 379
2018
Q2 		$156K Buy
3,744
+76
+2% +$3.07K 0.04% 384
2018
Q1 		$150K Buy
3,668
+132
+4% +$5.09K 0.03% 386
2017
Q4 		$138K Buy
3,536
+48
+1% +$1.85K 0.03% 408
2017
Q3 		$128K Buy
3,488
+4
+0.1% +$147 0.04% 155
2017
Q2 		$122K Hold
3,484
– – 0.05% 145
2017
Q1 		$112K Buy
3,484
+284
+9% +$8.93K 0.04% 179
2016
Q4 		$96K Hold
3,200
– – 0.04% 170
2016
Q3 		$98K Hold
3,200
– – 0.04% 175
2016
Q2 		$104K Sell
3,200
-812
-20% -$24.4K 0.04% 153
2016
Q1 		$119K Buy
4,012
+208
+5% +$5.84K 0.05% 146
2015
Q4 		$99K Buy
3,804
+604
+19% +$15.3K 0.05% 140
2015
Q3 		$78K Hold
3,200
– – 0.05% 143
2015
Q2 		$78K Hold
3,200
– – 0.06% 109
2015
Q1 		$83K Hold
3,200
– – 0.06% 106
2014
Q4 		$85K Hold
3,200
– – 0.07% 102
2014
Q3 		$75K Hold
3,200
– – 0.06% 110
2014
Q2 		$82K Hold
3,200
– – 0.07% 106
2014
Q1 		$76K Buy
+3,200
New +$72.5K 0.06% 102

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Avior Wealth Management's NEE Position: Q2 2026 in Review

Avior Wealth Management reduced its NextEra Energy (NEE) stake by 25% in Q2 2026, selling an estimated $623K and leaving 20,545 shares worth $1.8M. The position accounts for 0.05% of the portfolio, ranked #257.

Avior Wealth Management first reported a position in NEE in Q1 2014 and has held it in 50 quarters since. The position peaked at $2.55M in Q1 2026. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Avior Wealth Management held 20,545 shares of NextEra Energy worth $1.8M as of Q2 2026.
  • Avior Wealth Management sold 6,890 NextEra Energy shares in Q2 2026, an estimated $623K.
  • NextEra Energy made up 0.05% of Avior Wealth Management's portfolio in Q2 2026, its #257 holding.
  • Avior Wealth Management first reported a position in NextEra Energy in Q1 2014 and has held it in 50 quarters since.
  • Avior Wealth Management's NextEra Energy position peaked at $2.55M in Q1 2026.
  • 1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.