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 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 $6.73T 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 Wealth Management's NEE Position: Q2 2026 in Review

Aviso Wealth Management increased its NextEra Energy (NEE) stake by 6.1% in Q2 2026, buying an estimated $112K and bringing the position to 21,439 shares worth $1.88M. The position accounts for 0.64% of the portfolio, ranked #37.

Aviso Wealth Management first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. 3,046 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Aviso Wealth Management held 21,439 shares of NextEra Energy worth $1.88M as of Q2 2026.
Aviso Wealth Management bought 1,237 NextEra Energy shares in Q2 2026, an estimated $112K.
NextEra Energy made up 0.64% of Aviso Wealth Management's portfolio in Q2 2026, its #37 holding.
Aviso Wealth Management first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
3,046 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.