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Elevated Capital Advisors’s NextEra Energy NEE Stock Holding History

Elevated Capital Advisors’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 		$245K Sell
2,788
-2,782
-50% -$252K 0.07% 231
2026
Q1 		$517K Buy
5,570
+5,083
+1,044% +$452K 0.13% 176
2025
Q4 		$39.1K Buy
+487
New +$40.3K 0.01% 357

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

Elevated Capital Advisors's NEE Position: Q2 2026 in Review

Elevated Capital Advisors reduced its NextEra Energy (NEE) stake by 50% in Q2 2026, selling an estimated $252K and leaving 2,788 shares worth $245K. The position accounts for 0.07% of the portfolio, ranked #231.

Elevated Capital Advisors first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $517K in Q1 2026. 3,048 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Elevated Capital Advisors held 2,788 shares of NextEra Energy worth $245K as of Q2 2026.
  • Elevated Capital Advisors sold 2,782 NextEra Energy shares in Q2 2026, an estimated $252K.
  • NextEra Energy made up 0.07% of Elevated Capital Advisors's portfolio in Q2 2026, its #231 holding.
  • Elevated Capital Advisors first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • Elevated Capital Advisors's NextEra Energy position peaked at $517K in Q1 2026.
  • 3,048 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.