Compass Ion Advisors’s NextEra Energy NEE Stock Holding History

Compass Ion 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	$2.96M	Buy	33,699 +3	+0%	+$271	0.25%	49
2026 Q1	$3.13M	Sell	33,696 -464	-1%	-$41.3K	0.3%	43
2025 Q4	$2.74M	Sell	34,160 -5	-0%	-$414	0.26%	50
2025 Q3	$2.58M	Buy	34,165 +17	+0%	+$1.24K	0.25%	51
2025 Q2	$2.37M	Sell	34,148 -483	-1%	-$33.5K	0.26%	49
2025 Q1	$2.46M	Buy	34,631 +2	+0%	+$141	0.29%	43
2024 Q4	$2.48M	Sell	34,629 -458	-1%	-$35.6K	0.29%	45
2024 Q3	$2.97M	Sell	35,087 -110	-0.3%	-$8.58K	0.36%	36
2024 Q2	$2.25M	Hold	35,197	–	–	0.32%	42
2024 Q1	$2.25M	Sell	35,197 -291	-0.8%	-$17K	0.32%	43
2023 Q4	$2.16M	Buy	35,488 +470	+1%	+$26.8K	0.33%	45
2023 Q3	$2.01M	Buy	+35,018	New	+$2.42M	0.34%	46

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Compass Ion Advisors's NEE Position: Q2 2026 in Review

Compass Ion Advisors increased its NextEra Energy (NEE) stake by 0.01% in Q2 2026, buying an estimated $271 and bringing the position to 33,699 shares worth $2.96M. The position accounts for 0.25% of the portfolio, ranked #49.

Compass Ion Advisors first reported a position in NEE in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.13M in Q1 2026. 3,038 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Compass Ion Advisors held 33,699 shares of NextEra Energy worth $2.96M as of Q2 2026.
Compass Ion Advisors bought 3 NextEra Energy shares in Q2 2026, an estimated $271.
NextEra Energy made up 0.25% of Compass Ion Advisors's portfolio in Q2 2026, its #49 holding.
Compass Ion Advisors first reported a position in NextEra Energy in Q3 2023 and has held it in 12 quarters since.
Compass Ion Advisors's NextEra Energy position peaked at $3.13M in Q1 2026.
3,038 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Compass Ion Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.