AWM
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Axxcess Wealth Management’s NextEra Energy NEE Stock Holding History

Axxcess 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 		$9.17M Sell
104,425
-360
-0.3% -$32.6K 0.15% 140
2026
Q1 		$9.73M Sell
104,785
-10,709
-9% -$952K 0.31% 73
2025
Q4 		$9.27M Buy
115,494
+9,340
+9% +$774K 0.16% 127
2025
Q3 		$8.01M Sell
106,154
-1,356
-1% -$99.1K 0.17% 108
2025
Q2 		$7.46M Sell
107,510
-474
-0.4% -$32.9K 0.17% 110
2025
Q1 		$7.65M Sell
107,984
-834
-0.8% -$58.9K 0.2% 94
2024
Q4 		$7.8M Buy
108,818
+829
+0.8% +$64.4K 0.19% 94
2024
Q3 		$9.13M Sell
107,989
-10,393
-9% -$811K 0.22% 80
2024
Q2 		$8.38M Sell
118,382
-84,301
-42% -$5.98M 0.22% 86
2024
Q1 		$13M Buy
202,683
+27,538
+16% +$1.61M 0.35% 56
2023
Q4 		$10.6M Buy
175,145
+50,444
+40% +$2.87M 0.31% 72
2023
Q3 		$7.14M Buy
124,701
+33,121
+36% +$2.29M 0.24% 80
2023
Q2 		$6.8M Sell
91,580
-18,774
-17% -$1.42M 0.49% 44
2023
Q1 		$8.51M Buy
110,354
+1,163
+1% +$89.4K 0.64% 29
2022
Q4 		$9.13M Buy
109,191
+29,102
+36% +$2.35M 0.75% 24
2022
Q3 		$6.28M Buy
80,089
+2,757
+4% +$234K 0.59% 32
2022
Q2 		$5.99M Buy
77,332
+3,329
+4% +$253K 0.55% 35
2022
Q1 		$6.27M Sell
74,003
-3,632
-5% -$291K 0.49% 42
2021
Q4 		$7.25M Buy
+77,635
New +$6.71M 0.53% 39

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Axxcess Wealth Management's NEE Position: Q2 2026 in Review

Axxcess Wealth Management reduced its NextEra Energy (NEE) stake by 0.34% in Q2 2026, selling an estimated $32.6K and leaving 104,425 shares worth $9.17M. The position accounts for 0.15% of the portfolio, ranked #140.

Axxcess Wealth Management first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $13M in Q1 2024. 1,190 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Axxcess Wealth Management held 104,425 shares of NextEra Energy worth $9.17M as of Q2 2026.
  • Axxcess Wealth Management sold 360 NextEra Energy shares in Q2 2026, an estimated $32.6K.
  • NextEra Energy made up 0.15% of Axxcess Wealth Management's portfolio in Q2 2026, its #140 holding.
  • Axxcess Wealth Management first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's NextEra Energy position peaked at $13M in Q1 2024.
  • 1,190 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.