AXS Investments’s NextEra Energy NEE Stock Holding History

AXS Investments’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	$13K	Sell	148 -22	-13%	-$1.99K	﹤0.01%	186
2026 Q1	$15.8K	Sell	170 -28	-14%	-$2.49K	0.01%	182
2025 Q4	$15.9K	Sell	198 -75	-27%	-$6.21K	0.01%	189
2025 Q3	$20.6K	Buy	+273	New	+$19.9K	0.01%	187
2024 Q1	–	Sell	-194	Closed	-$11.8K	–	384
2023 Q4	$11.8K	Sell	194 -46	-19%	-$2.62K	﹤0.01%	384
2023 Q3	$13.8K	Sell	240 -605	-72%	-$41.9K	﹤0.01%	355
2023 Q2	$62.7K	Sell	845 -461	-35%	-$34.9K	0.02%	334
2023 Q1	$101K	Sell	1,306 -91	-7%	-$7K	0.03%	260
2022 Q4	$117K	Buy	+1,397	New	+$113K	0.04%	226

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 $3.38T AUM 44.17% 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

AXS Investments's NEE Position: Q2 2026 in Review

AXS Investments reduced its NextEra Energy (NEE) stake by 13% in Q2 2026, selling an estimated $1.99K and leaving 148 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #186.

AXS Investments first reported a position in NEE in Q4 2022 and has held it in 9 quarters since. The position peaked at $117K in Q4 2022. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

AXS Investments held 148 shares of NextEra Energy worth $13K as of Q2 2026.
AXS Investments sold 22 NextEra Energy shares in Q2 2026, an estimated $1.99K.
NextEra Energy made up ﹤0.01% of AXS Investments's portfolio in Q2 2026, its #186 holding.
AXS Investments first reported a position in NextEra Energy in Q4 2022 and has held it in 9 quarters since.
AXS Investments's NextEra Energy position peaked at $117K in Q4 2022.
3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on AXS Investments's 13F filing for Q2 2026, filed 10 Aug 2026.