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 Q2	–	Sell	-85	Closed	-$7.89K	–	327
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aviso Financial's NEE Position: Q2 2026 in Review

Aviso Financial sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 85 shares — an estimated $7.89K sold.

Aviso Financial first reported a position in NEE in Q2 2024 and held it in 8 quarters. The position peaked at $1.17M in Q3 2024. 3,046 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Aviso Financial reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
Aviso Financial sold 85 NextEra Energy shares in Q2 2026, an estimated $7.89K.
Aviso Financial first reported a position in NextEra Energy in Q2 2024 and held it in 8 quarters.
Aviso Financial's NextEra Energy position peaked at $1.17M in Q3 2024.
3,046 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.