Conscious Wealth Investments’s NextEra Energy NEE Stock Holding History

Conscious Wealth Investments’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	$2.66M	Sell	30,295 -317	-1%	-$28.7K	1.37%	30
2026 Q1	$2.79M	Sell	30,612 -1,155	-4%	-$103K	1.56%	33
2025 Q4	$2.83M	Sell	31,767 -4,209	-12%	-$349K	1.7%	28
2025 Q3	$2.93M	Sell	35,976 -24	-0.1%	-$1.75K	1.74%	29
2025 Q2	$2.59M	Buy	36,000 +139	+0.4%	+$9.65K	1.65%	31
2025 Q1	$2.52M	Sell	35,861 -12,070	-25%	-$852K	1.75%	32
2024 Q4	$3.39M	Buy	47,931 +484	+1%	+$37.6K	2.3%	18
2024 Q3	$4.03M	Sell	47,447 -32	-0.1%	-$2.5K	2.77%	8
2024 Q2	$3.42M	Buy	47,479 +60	+0.1%	+$4.26K	2.46%	12
2024 Q1	$2.93M	Buy	+47,419	New	+$2.78M	2.22%	19

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

Conscious Wealth Investments's NEE Position: Q2 2026 in Review

Conscious Wealth Investments reduced its NextEra Energy (NEE) stake by 1% in Q2 2026, selling an estimated $28.7K and leaving 30,295 shares worth $2.66M. The position accounts for 1.37% of the portfolio, ranked #30.

Conscious Wealth Investments first reported a position in NEE in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.03M in Q3 2024. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Conscious Wealth Investments held 30,295 shares of NextEra Energy worth $2.66M as of Q2 2026.
Conscious Wealth Investments sold 317 NextEra Energy shares in Q2 2026, an estimated $28.7K.
NextEra Energy made up 1.37% of Conscious Wealth Investments's portfolio in Q2 2026, its #30 holding.
Conscious Wealth Investments first reported a position in NextEra Energy in Q1 2024 and has held it in 10 quarters since.
Conscious Wealth Investments's NextEra Energy position peaked at $4.03M in Q3 2024.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Conscious Wealth Investments's 13F filing for Q2 2026, filed 11 Aug 2026.