Consilium Wealth Advisory’s NextEra Energy NEE Stock Holding History

Consilium Wealth Advisory’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	$279K	Buy	3,178 +19	+0.6%	+$1.72K	0.08%	94
2026 Q1	$293K	Buy	3,159 +399	+14%	+$35.5K	0.1%	88
2025 Q4	$222K	Buy	2,760 +19	+0.7%	+$1.57K	0.08%	91
2025 Q3	$207K	Buy	+2,741	New	+$200K	0.08%	94
2024 Q4	–	Sell	-2,657	Closed	-$225K	–	90
2024 Q3	$225K	Buy	+2,657	New	+$207K	0.12%	83
2024 Q1	–	Sell	-10,732	Closed	-$652K	–	85
2023 Q4	$652K	Buy	+10,732	New	+$612K	0.39%	48

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

Consilium Wealth Advisory's NEE Position: Q2 2026 in Review

Consilium Wealth Advisory increased its NextEra Energy (NEE) stake by 0.6% in Q2 2026, buying an estimated $1.72K and bringing the position to 3,178 shares worth $279K. The position accounts for 0.08% of the portfolio, ranked #94.

Consilium Wealth Advisory first reported a position in NEE in Q4 2023 and has held it in 6 quarters since. The position peaked at $652K in Q4 2023. 3,046 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Consilium Wealth Advisory held 3,178 shares of NextEra Energy worth $279K as of Q2 2026.
Consilium Wealth Advisory bought 19 NextEra Energy shares in Q2 2026, an estimated $1.72K.
NextEra Energy made up 0.08% of Consilium Wealth Advisory's portfolio in Q2 2026, its #94 holding.
Consilium Wealth Advisory first reported a position in NextEra Energy in Q4 2023 and has held it in 6 quarters since.
Consilium Wealth Advisory's NextEra Energy position peaked at $652K in Q4 2023.
3,046 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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