Corient IA’s NextEra Energy NEE Stock Holding History

Corient IA’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	$283K	Hold	3,220	–	–	0.26%	125
2026 Q1	$299K	Sell	3,220 -780	-20%	-$69.3K	0.28%	141
2025 Q4	$321K	Hold	4,000	–	–	0.3%	140
2025 Q3	$302K	Sell	4,000 -7,000	-64%	-$511K	0.23%	177
2025 Q2	$764K	Hold	11,000	–	–	0.45%	60
2025 Q1	$780K	Buy	+11,000	New	+$776K	0.55%	37

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

Corient IA's NEE Position: Q2 2026 in Review

Corient IA held its NextEra Energy (NEE) position steady in Q2 2026 at 3,220 shares worth $283K. The position accounts for 0.26% of the portfolio, ranked #125.

Corient IA first reported a position in NEE in Q1 2025 and has held it in 6 quarters since. The position peaked at $780K in Q1 2025. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Corient IA held 3,220 shares of NextEra Energy worth $283K as of Q2 2026.
Corient IA left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.26% of Corient IA's portfolio in Q2 2026, its #125 holding.
Corient IA first reported a position in NextEra Energy in Q1 2025 and has held it in 6 quarters since.
Corient IA's NextEra Energy position peaked at $780K in Q1 2025.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.