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Consilio Wealth Advisors’s NextEra Energy NEE Stock Holding History

Consilio 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 		$223K Buy
2,546
+2
+0.1% +$181 0.05% 101
2026
Q1 		$236K Buy
+2,544
New +$226K 0.07% 87

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

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

Consilio Wealth Advisors increased its NextEra Energy (NEE) stake by 0.08% in Q2 2026, buying an estimated $181 and bringing the position to 2,546 shares worth $223K. The position accounts for 0.05% of the portfolio, ranked #101.

Consilio Wealth Advisors first reported a position in NEE in Q1 2026 and has held it in 2 quarters since. The position peaked at $236K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Consilio Wealth Advisors held 2,546 shares of NextEra Energy worth $223K as of Q2 2026.
  • Consilio Wealth Advisors bought 2 NextEra Energy shares in Q2 2026, an estimated $181.
  • NextEra Energy made up 0.05% of Consilio Wealth Advisors's portfolio in Q2 2026, its #101 holding.
  • Consilio Wealth Advisors first reported a position in NextEra Energy in Q1 2026 and has held it in 2 quarters since.
  • Consilio Wealth Advisors's NextEra Energy position peaked at $236K in Q1 2026.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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