CWP
NEE icon

Curated Wealth Partners’s NextEra Energy NEE Stock Holding History

Curated Wealth Partners’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 		$497K Buy
5,664
+692
+14% +$62.6K 0.06% 104
2026
Q1 		$462K Buy
4,972
+255
+5% +$22.7K 0.06% 115
2025
Q4 		$379K Sell
4,717
-44
-0.9% -$3.64K 0.04% 137
2025
Q3 		$359K Sell
4,761
-548
-10% -$40K 0.04% 114
2025
Q2 		$369K Buy
5,309
+16
+0.3% +$1.11K 0.04% 113
2025
Q1 		$375K Sell
5,293
-1,167
-18% -$82.4K 0.05% 110
2024
Q4 		$463K Buy
6,460
+1,221
+23% +$94.9K 0.05% 93
2024
Q3 		$443K Hold
5,239
– – 0.06% 92
2024
Q2 		$371K Buy
+5,239
New +$372K 0.05% 93

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 $3.38T AUM 44.17% 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

Curated Wealth Partners's NEE Position: Q2 2026 in Review

Curated Wealth Partners increased its NextEra Energy (NEE) stake by 14% in Q2 2026, buying an estimated $62.6K and bringing the position to 5,664 shares worth $497K. The position accounts for 0.06% of the portfolio, ranked #104.

Curated Wealth Partners first reported a position in NEE in Q2 2024 and has held it in 9 quarters since. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Curated Wealth Partners held 5,664 shares of NextEra Energy worth $497K as of Q2 2026.
  • Curated Wealth Partners bought 692 NextEra Energy shares in Q2 2026, an estimated $62.6K.
  • NextEra Energy made up 0.06% of Curated Wealth Partners's portfolio in Q2 2026, its #104 holding.
  • Curated Wealth Partners first reported a position in NextEra Energy in Q2 2024 and has held it in 9 quarters since.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.