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Confluence Wealth Services’s NextEra Energy NEE Stock Holding History

Confluence Wealth Services’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 		$4.97M Buy
56,639
+7,983
+16% +$722K 0.14% 80
2026
Q1 		$4.52M Buy
48,656
+8,078
+20% +$718K 0.18% 69
2025
Q4 		$3.26M Buy
40,578
+2,140
+6% +$177K 0.14% 78
2025
Q3 		$2.9M Buy
38,438
+407
+1% +$29.7K 0.14% 74
2025
Q2 		$2.64M Buy
38,031
+472
+1% +$32.8K 0.14% 74
2025
Q1 		$2.53M Buy
37,559
+16,148
+75% +$1.14M 0.16% 71
2024
Q4 		$1.48M Buy
21,411
+844
+4% +$65.6K 0.1% 103
2024
Q3 		$1.74M Buy
20,567
+1,659
+9% +$129K 0.13% 86
2024
Q2 		$1.34M Buy
18,908
+8,546
+82% +$606K 0.11% 112
2024
Q1 		$662K Buy
10,362
+1,170
+13% +$68.5K 0.06% 175
2023
Q4 		$558K Sell
9,192
-863
-9% -$49.2K 0.06% 174
2023
Q3 		$576K Buy
10,055
+206
+2% +$14.3K 0.11% 139
2023
Q2 		$731K Buy
9,849
+1,326
+16% +$100K 0.15% 116
2023
Q1 		$657K Buy
8,523
+236
+3% +$18.1K 0.15% 119
2022
Q4 		$693K Hold
8,287
– – 0.18% 110
2022
Q3 		$649K Sell
8,287
-2,693
-25% -$228K 0.27% 99
2022
Q2 		$981K Buy
10,980
+6,199
+130% +$472K 0.43% 81
2022
Q1 		$404K Buy
4,781
+19
+0.4% +$1.52K 0.15% 162
2021
Q4 		$444K Buy
+4,762
New +$412K 0.14% 153

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

Confluence Wealth Services's NEE Position: Q2 2026 in Review

Confluence Wealth Services increased its NextEra Energy (NEE) stake by 16% in Q2 2026, buying an estimated $722K and bringing the position to 56,639 shares worth $4.97M. The position accounts for 0.14% of the portfolio, ranked #80.

Confluence Wealth Services first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Confluence Wealth Services held 56,639 shares of NextEra Energy worth $4.97M as of Q2 2026.
  • Confluence Wealth Services bought 7,983 NextEra Energy shares in Q2 2026, an estimated $722K.
  • NextEra Energy made up 0.14% of Confluence Wealth Services's portfolio in Q2 2026, its #80 holding.
  • Confluence Wealth Services first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
  • 3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.