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
2024 Q2	–	Sell	-5,239	Closed	-$335K	–	221
2024 Q1	$335K	Buy	+5,239	New	+$307K	0.05%	110

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 $3.38T AUM 44.17% 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

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.