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Blue Zone Wealth Advisors’s NextEra Energy NEE Stock Holding History

Blue Zone Wealth Advisors’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 		$6.07M Buy
69,144
+2,803
+4% +$254K 1.06% 30
2026
Q1 		$6.16M Buy
+66,341
New +$5.9M 1.25% 31

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Blue Zone Wealth Advisors's NEE Position: Q2 2026 in Review

Blue Zone Wealth Advisors increased its NextEra Energy (NEE) stake by 4.2% in Q2 2026, buying an estimated $254K and bringing the position to 69,144 shares worth $6.07M. The position accounts for 1.06% of the portfolio, ranked #30.

Blue Zone Wealth Advisors first reported a position in NEE in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.16M in Q1 2026. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Blue Zone Wealth Advisors held 69,144 shares of NextEra Energy worth $6.07M as of Q2 2026.
  • Blue Zone Wealth Advisors bought 2,803 NextEra Energy shares in Q2 2026, an estimated $254K.
  • NextEra Energy made up 1.06% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • Blue Zone Wealth Advisors first reported a position in NextEra Energy in Q1 2026 and has held it in 2 quarters since.
  • Blue Zone Wealth Advisors's NextEra Energy position peaked at $6.16M in Q1 2026.
  • 560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.