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Canvas Wealth Advisors’s NextEra Energy NEE Stock Holding History

Canvas 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 		$406K Sell
4,622
-39
-0.8% -$3.53K 0.06% 162
2026
Q1 		$433K Buy
4,661
+174
+4% +$15.5K 0.07% 143
2025
Q4 		$360K Buy
4,487
+357
+9% +$29.6K 0.06% 140
2025
Q3 		$331K Sell
4,130
-3
-0.1% -$219 0.06% 144
2025
Q2 		$295K Buy
4,133
+947
+30% +$65.8K 0.06% 148
2025
Q1 		$212K Sell
3,186
-1,101
-26% -$77.7K 0.05% 168
2024
Q4 		$307K Buy
4,287
+184
+4% +$14.3K 0.08% 129
2024
Q3 		$347K Buy
4,103
+1,370
+50% +$107K 0.1% 115
2024
Q2 		$203K Buy
+2,733
New +$194K 0.06% 145

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

Canvas Wealth Advisors's NEE Position: Q2 2026 in Review

Canvas Wealth Advisors reduced its NextEra Energy (NEE) stake by 0.84% in Q2 2026, selling an estimated $3.53K and leaving 4,622 shares worth $406K. The position accounts for 0.06% of the portfolio, ranked #162.

Canvas Wealth Advisors first reported a position in NEE in Q2 2024 and has held it in 9 quarters since. The position peaked at $433K in Q1 2026. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Canvas Wealth Advisors held 4,622 shares of NextEra Energy worth $406K as of Q2 2026.
  • Canvas Wealth Advisors sold 39 NextEra Energy shares in Q2 2026, an estimated $3.53K.
  • NextEra Energy made up 0.06% of Canvas Wealth Advisors's portfolio in Q2 2026, its #162 holding.
  • Canvas Wealth Advisors first reported a position in NextEra Energy in Q2 2024 and has held it in 9 quarters since.
  • Canvas Wealth Advisors's NextEra Energy position peaked at $433K in Q1 2026.
  • 560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.