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Elevated Private Wealth’s NextEra Energy NEE Stock Holding History

Elevated Private 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 		$1.01M Buy
+11,538
New +$1.04M 0.96% 43
2025
Q4 		$1.17M Buy
+14,551
New +$1.21M 1.2% 36

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 Private Wealth's NEE Position: Q2 2026 in Review

Elevated Private Wealth opened a new position in NextEra Energy (NEE) in Q2 2026: 11,538 shares worth $1.01M. The stake represents 0.96% of the portfolio and ranks #43 among its holdings. This is a return to the name: Elevated Private Wealth previously reported a position in NEE as recently as Q4 2025.

Elevated Private Wealth first reported a position in NEE in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.17M in Q4 2025. 3,034 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Elevated Private Wealth held 11,538 shares of NextEra Energy worth $1.01M as of Q2 2026.
  • NextEra Energy was a new Elevated Private Wealth position in Q2 2026.
  • NextEra Energy made up 0.96% of Elevated Private Wealth's portfolio in Q2 2026, its #43 holding.
  • Elevated Private Wealth first reported a position in NextEra Energy in Q4 2025 and has held it in 2 quarters since.
  • Elevated Private Wealth's NextEra Energy position peaked at $1.17M in Q4 2025.
  • 3,034 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Elevated Private Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.