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CreativeOne Wealth’s NextEra Energy NEE Stock Holding History

CreativeOne 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 		$3.33M Sell
37,932
-707
-2% -$64K 0.07% 267
2026
Q1 		$3.59M Buy
38,639
+2,539
+7% +$226K 0.08% 232
2025
Q4 		$2.9M Sell
36,100
-1,046
-3% -$86.6K 0.07% 258
2025
Q3 		$2.8M Sell
37,146
-1,908
-5% -$139K 0.07% 265
2025
Q2 		$2.71M Buy
39,054
+4,328
+12% +$301K 0.07% 264
2025
Q1 		$2.46M Buy
34,726
+4,841
+16% +$342K 0.07% 259
2024
Q4 		$2.14M Buy
29,885
+3,277
+12% +$255K 0.07% 276
2024
Q3 		$2.25M Buy
26,608
+6,698
+34% +$523K 0.08% 244
2024
Q2 		$1.41M Sell
19,910
-8,294
-29% -$588K 0.07% 249
2024
Q1 		$1.8M Buy
28,204
+10,123
+56% +$593K 0.07% 246
2023
Q4 		$1.1M Sell
18,081
-4,980
-22% -$284K 0.07% 239
2023
Q3 		$1.32M Sell
23,061
-16,526
-42% -$1.14M 0.1% 196
2023
Q2 		$2.94M Sell
39,587
-24,346
-38% -$1.84M 0.14% 132
2023
Q1 		$4.93M Buy
63,933
+6,371
+11% +$490K 0.24% 81
2022
Q4 		$4.81M Buy
57,562
+11,968
+26% +$967K 0.27% 81
2022
Q3 		$3.58M Buy
45,594
+6,717
+17% +$570K 0.21% 87
2022
Q2 		$3.01M Buy
38,877
+20,645
+113% +$1.57M 0.16% 98
2022
Q1 		$1.54M Sell
18,232
-8,107
-31% -$650K 0.08% 209
2021
Q4 		$2.46M Buy
26,339
+9,973
+61% +$862K 0.12% 138
2021
Q3 		$1.28M Buy
16,366
+3,114
+23% +$251K 0.08% 228
2021
Q2 		$971K Buy
13,252
+3,253
+33% +$244K 0.06% 261
2021
Q1 		$756K Buy
9,999
+3,680
+58% +$287K 0.06% 250
2020
Q4 		$487K Buy
+6,319
New +$473K 0.04% 295

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

CreativeOne Wealth's NEE Position: Q2 2026 in Review

CreativeOne Wealth reduced its NextEra Energy (NEE) stake by 1.8% in Q2 2026, selling an estimated $64K and leaving 37,932 shares worth $3.33M. The position accounts for 0.07% of the portfolio, ranked #267.

CreativeOne Wealth first reported a position in NEE in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.93M in Q1 2023. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • CreativeOne Wealth held 37,932 shares of NextEra Energy worth $3.33M as of Q2 2026.
  • CreativeOne Wealth sold 707 NextEra Energy shares in Q2 2026, an estimated $64K.
  • NextEra Energy made up 0.07% of CreativeOne Wealth's portfolio in Q2 2026, its #267 holding.
  • CreativeOne Wealth first reported a position in NextEra Energy in Q4 2020 and has held it in 23 quarters since.
  • CreativeOne Wealth's NextEra Energy position peaked at $4.93M in Q1 2023.
  • 3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.