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Catherine Avery Investment Management’s NextEra Energy NEE Stock Holding History

Catherine Avery Investment 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 		$6.1M Sell
69,471
-2,036
-3% -$184K 2.66% 17
2026
Q1 		$6.64M Buy
71,507
+13,648
+24% +$1.21M 2.97% 7
2025
Q4 		$4.64M Sell
57,859
-320
-0.6% -$26.5K 2.78% 13
2025
Q3 		$4.39M Buy
58,179
+6,658
+13% +$486K 2.83% 13
2025
Q2 		$3.58M Sell
51,521
-2,965
-5% -$206K 2.72% 14
2025
Q1 		$3.86M Buy
54,486
+13,762
+34% +$971K 3.46% 5
2024
Q4 		$2.92M Buy
+40,724
New +$3.16M 2.58% 23

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

Catherine Avery Investment Management's NEE Position: Q2 2026 in Review

Catherine Avery Investment Management reduced its NextEra Energy (NEE) stake by 2.8% in Q2 2026, selling an estimated $184K and leaving 69,471 shares worth $6.1M. The position accounts for 2.66% of the portfolio, ranked #17.

Catherine Avery Investment Management first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.64M in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Catherine Avery Investment Management held 69,471 shares of NextEra Energy worth $6.1M as of Q2 2026.
  • Catherine Avery Investment Management sold 2,036 NextEra Energy shares in Q2 2026, an estimated $184K.
  • NextEra Energy made up 2.66% of Catherine Avery Investment Management's portfolio in Q2 2026, its #17 holding.
  • Catherine Avery Investment Management first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
  • Catherine Avery Investment Management's NextEra Energy position peaked at $6.64M in Q1 2026.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.