Aviso Wealth Management’s NextEra Energy NEE Stock Holding History

Aviso 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 Q3	$1.75M	Buy	23,132 +1,693	+8%	+$143K	0.67%	38
2026 Q2	$1.88M	Buy	21,439 +1,237	+6%	+$112K	0.64%	37
2026 Q1	$1.88M	Buy	20,202 +471	+2%	+$41.9K	0.85%	32
2025 Q4	$1.58M	Buy	19,731 +849	+4%	+$70.3K	0.67%	36
2025 Q3	$1.43M	Sell	18,882 -560	-3%	-$40.9K	0.62%	38
2025 Q2	$1.35M	Buy	19,442 +1,421	+8%	+$98.7K	0.63%	40
2025 Q1	$1.28M	Buy	18,021 +653	+4%	+$46.1K	0.68%	42
2024 Q4	$1.25M	Buy	17,368 +7,366	+74%	+$572K	0.64%	43
2024 Q3	$845K	Buy	10,002 +1,859	+23%	+$145K	0.46%	61
2024 Q2	$577K	Sell	8,143 -146	-2%	-$10.4K	0.34%	73
2024 Q1	$530K	Buy	8,289 +1,885	+29%	+$110K	0.33%	78
2023 Q4	$389K	Buy	+6,404	New	+$365K	0.28%	85

Other funds holding NEE

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Aviso Wealth Management's NEE Position: Q3 2026 in Review

Aviso Wealth Management increased its NextEra Energy (NEE) stake by 7.9% in Q3 2026, buying an estimated $143K and bringing the position to 23,132 shares worth $1.75M. The position accounts for 0.67% of the portfolio, ranked #38.

Aviso Wealth Management first reported a position in NEE in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.88M in Q2 2026. 2,591 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Aviso Wealth Management held 23,132 shares of NextEra Energy worth $1.75M as of Q3 2026.
Aviso Wealth Management bought 1,693 NextEra Energy shares in Q3 2026, an estimated $143K.
NextEra Energy made up 0.67% of Aviso Wealth Management's portfolio in Q3 2026, its #38 holding.
Aviso Wealth Management first reported a position in NextEra Energy in Q4 2023 and has held it in 12 quarters since.
Aviso Wealth Management's NextEra Energy position peaked at $1.88M in Q2 2026.
2,591 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.