Corient Private Wealth
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Corient Private Wealth’s NextEra Energy NEE Stock Holding History

Corient Private Wealth’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 		$222M Buy
2,531,453
+617,513
+32% +$55.9M 0.31% 58
2026
Q1 		$177M Sell
1,913,940
-136,349
-7% -$12.1M 0.25% 79
2025
Q4 		$165M Sell
2,050,289
-35,293
-2% -$2.92M 0.22% 95
2025
Q3 		$157M Buy
2,085,582
+154,877
+8% +$11.3M 0.25% 84
2025
Q2 		$134M Sell
1,930,705
-54,978
-3% -$3.82M 0.18% 118
2025
Q1 		$141M Sell
1,985,683
-429,132
-18% -$30.3M 0.23% 103
2024
Q4 		$173M Sell
2,414,815
-88,296
-4% -$6.86M 0.29% 74
2024
Q3 		$212M Buy
2,503,111
+183,274
+8% +$14.3M 0.33% 57
2024
Q2 		$164M Sell
2,319,837
-142,109
-6% -$10.1M 0.29% 74
2024
Q1 		$157M Sell
2,461,946
-68,657
-3% -$4.02M 0.28% 81
2023
Q4 		$154M Sell
2,530,603
-829,114
-25% -$47.3M 0.28% 78
2023
Q3 		$192M Sell
3,359,717
-484,359
-13% -$33.5M 0.44% 47
2023
Q2 		$285M Buy
3,844,076
+186,678
+5% +$14.1M 0.66% 30
2023
Q1 		$282M Buy
3,657,398
+2,120,809
+138% +$163M 0.76% 25
2022
Q4 		$128M Buy
+1,536,589
New +$124M 0.47% 52

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

Corient Private Wealth's NEE Position: Q2 2026 in Review

Corient Private Wealth increased its NextEra Energy (NEE) stake by 32% in Q2 2026, buying an estimated $55.9M and bringing the position to 2,531,453 shares worth $222M. The position accounts for 0.31% of the portfolio, ranked #58.

Corient Private Wealth first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $285M in Q2 2023. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Corient Private Wealth held 2,531,453 shares of NextEra Energy worth $222M as of Q2 2026.
  • Corient Private Wealth bought 617,513 NextEra Energy shares in Q2 2026, an estimated $55.9M.
  • NextEra Energy made up 0.31% of Corient Private Wealth's portfolio in Q2 2026, its #58 holding.
  • Corient Private Wealth first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's NextEra Energy position peaked at $285M in Q2 2023.
  • 3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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