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Drive Wealth Management’s NextEra Energy NEE Stock Holding History

Drive Wealth Management’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 		$561K Buy
6,393
+463
+8% +$41.9K 0.1% 164
2026
Q1 		$551K Buy
5,930
+200
+3% +$17.8K 0.12% 144
2025
Q4 		$460K Buy
5,730
+212
+4% +$17.6K 0.09% 176
2025
Q3 		$417K Buy
5,518
+107
+2% +$7.82K 0.09% 193
2025
Q2 		$376K Sell
5,411
-26
-0.5% -$1.81K 0.08% 198
2025
Q1 		$385K Sell
5,437
-587
-10% -$41.4K 0.09% 174
2024
Q4 		$432K Buy
6,024
+692
+13% +$53.8K 0.11% 154
2024
Q3 		$451K Buy
5,332
+145
+3% +$11.3K 0.12% 144
2024
Q2 		$367K Buy
5,187
+1,416
+38% +$100K 0.1% 168
2024
Q1 		$241K Sell
3,771
-1,057
-22% -$61.9K 0.07% 249
2023
Q4 		$293K Buy
+4,828
New +$275K 0.09% 200
2023
Q3 		– Sell
-4,457
Closed -$331K – 302
2023
Q2 		$331K Sell
4,457
-230
-5% -$17.4K 0.12% 158
2023
Q1 		$361K Buy
4,687
+255
+6% +$19.6K 0.15% 148
2022
Q4 		$371K Buy
4,432
+1,052
+31% +$85K 0.19% 128
2022
Q3 		$265K Buy
3,380
+796
+31% +$67.5K 0.25% 117
2022
Q2 		$200K Buy
2,584
+48
+2% +$3.65K 0.18% 150
2022
Q1 		$215K Buy
+2,536
New +$203K 0.18% 143

Other funds holding NEE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Drive Wealth Management's NEE Position: Q2 2026 in Review

Drive Wealth Management increased its NextEra Energy (NEE) stake by 7.8% in Q2 2026, buying an estimated $41.9K and bringing the position to 6,393 shares worth $561K. The position accounts for 0.1% of the portfolio, ranked #164.

Drive Wealth Management first reported a position in NEE in Q1 2022 and has held it in 17 quarters since. 1,296 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Drive Wealth Management held 6,393 shares of NextEra Energy worth $561K as of Q2 2026.
  • Drive Wealth Management bought 463 NextEra Energy shares in Q2 2026, an estimated $41.9K.
  • NextEra Energy made up 0.1% of Drive Wealth Management's portfolio in Q2 2026, its #164 holding.
  • Drive Wealth Management first reported a position in NextEra Energy in Q1 2022 and has held it in 17 quarters since.
  • 1,296 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.