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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aviso Wealth Management's NEE Position: Q1 2026 in Review

Aviso Wealth Management increased its NextEra Energy (NEE) stake by 2.4% in Q1 2026, buying an estimated $41.9K and bringing the position to 20,202 shares worth $1.88M. The position accounts for 0.85% of the portfolio, ranked #32.

Aviso Wealth Management first reported a position in NEE in Q4 2023 and has held it in 10 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Aviso Wealth Management held 20,202 shares of NextEra Energy worth $1.88M as of Q1 2026.
  • Aviso Wealth Management bought 471 NextEra Energy shares in Q1 2026, an estimated $41.9K.
  • NextEra Energy made up 0.85% of Aviso Wealth Management's portfolio in Q1 2026, its #32 holding.
  • Aviso Wealth Management first reported a position in NextEra Energy in Q4 2023 and has held it in 10 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.