Aviso Financial’s NextEra Energy NEE Stock Holding History

Aviso Financial’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	$7.89K	Hold	85	–	–	﹤0.01%	289
2025 Q4	$6.82K	Hold	85	–	–	﹤0.01%	292
2025 Q3	$6.42K	Hold	85	–	–	﹤0.01%	297
2025 Q2	$5.9K	Hold	85	–	–	﹤0.01%	308
2025 Q1	$6.03K	Sell	85 -13,833	-99%	-$976K	﹤0.01%	308
2024 Q4	$998K	Buy	13,918 +100	+0.7%	+$7.77K	0.05%	150
2024 Q3	$1.17M	Buy	13,818 +720	+5%	+$56.2K	0.06%	135
2024 Q2	$927K	Buy	+13,098	New	+$929K	0.05%	143

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aviso Financial's NEE Position: Q1 2026 in Review

Aviso Financial held its NextEra Energy (NEE) position steady in Q1 2026 at 85 shares worth $7.89K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Aviso Financial first reported a position in NEE in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.17M in Q3 2024. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Aviso Financial held 85 shares of NextEra Energy worth $7.89K as of Q1 2026.
Aviso Financial left its NextEra Energy share count unchanged in Q1 2026.
NextEra Energy made up ﹤0.01% of Aviso Financial's portfolio in Q1 2026, its #289 holding.
Aviso Financial first reported a position in NextEra Energy in Q2 2024 and has held it in 8 quarters since.
Aviso Financial's NextEra Energy position peaked at $1.17M in Q3 2024.
3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.