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Biltmore Family Office’s NextEra Energy NEE Stock Holding History

Biltmore Family Office’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 		$791K Buy
9,013
+248
+3% +$22.4K 0.1% 129
2026
Q1 		$814K Hold
8,765
– – 0.11% 118
2025
Q4 		$704K Buy
8,765
+923
+12% +$76.4K 0.1% 126
2025
Q3 		$592K Buy
7,842
+117
+2% +$8.55K 0.08% 131
2025
Q2 		$536K Sell
7,725
-100
-1% -$6.95K 0.09% 121
2025
Q1 		$555K Buy
7,825
+400
+5% +$28.2K 0.09% 126
2024
Q4 		$532K Buy
7,425
+605
+9% +$47K 0.09% 121
2024
Q3 		$576K Buy
6,820
+1,165
+21% +$90.9K 0.1% 118
2024
Q2 		$400K Buy
5,655
+976
+21% +$69.2K 0.07% 134
2024
Q1 		$299K Hold
4,679
– – 0.06% 153
2023
Q4 		$284K Sell
4,679
-675
-13% -$38.5K 0.06% 157
2023
Q3 		$307K Sell
5,354
-212
-4% -$14.7K 0.07% 151
2023
Q2 		$413K Sell
5,566
-349
-6% -$26.4K 0.09% 125
2023
Q1 		$456K Sell
5,915
-2,967
-33% -$228K 0.1% 134
2022
Q4 		$743K Hold
8,882
– – 0.15% 87
2022
Q3 		$696K Buy
8,882
+1,592
+22% +$135K 0.16% 81
2022
Q2 		$565K Sell
7,290
-69
-0.9% -$5.25K 0.14% 96
2022
Q1 		$623K Buy
7,359
+100
+1% +$8.01K 0.13% 94
2021
Q4 		$678K Buy
7,259
+69
+1% +$5.96K 0.13% 104
2021
Q3 		$565K Buy
7,190
+1,598
+29% +$129K 0.14% 97
2021
Q2 		$410K Hold
5,592
– – 0.12% 123
2021
Q1 		$423K Buy
5,592
+60
+1% +$4.68K 0.13% 108
2020
Q4 		$427K Buy
5,532
+856
+18% +$64K 0.13% 107
2020
Q3 		$324K Hold
4,676
– – 0.18% 103
2020
Q2 		$281K Sell
4,676
-100
-2% -$5.99K 0.17% 116
2020
Q1 		$287K Buy
+4,776
New +$300K 0.19% 113

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Biltmore Family Office's NEE Position: Q2 2026 in Review

Biltmore Family Office increased its NextEra Energy (NEE) stake by 2.8% in Q2 2026, buying an estimated $22.4K and bringing the position to 9,013 shares worth $791K. The position accounts for 0.1% of the portfolio, ranked #129.

Biltmore Family Office first reported a position in NEE in Q1 2020 and has held it in 26 quarters since. The position peaked at $814K in Q1 2026. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Biltmore Family Office held 9,013 shares of NextEra Energy worth $791K as of Q2 2026.
  • Biltmore Family Office bought 248 NextEra Energy shares in Q2 2026, an estimated $22.4K.
  • NextEra Energy made up 0.1% of Biltmore Family Office's portfolio in Q2 2026, its #129 holding.
  • Biltmore Family Office first reported a position in NextEra Energy in Q1 2020 and has held it in 26 quarters since.
  • Biltmore Family Office's NextEra Energy position peaked at $814K in Q1 2026.
  • 3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.