Elevation Advisory Partners’s NextEra Energy NEE Stock Holding History

Elevation Advisory 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	–	Sell	-3,022	Closed	-$263K	–	74
2026 Q1	$263K	Buy	+3,022	New	+$269K	0.25%	67

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 $3.37T AUM 44.26% 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

Elevation Advisory Partners's NEE Position: Q2 2026 in Review

Elevation Advisory Partners sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 3,022 shares — an estimated $263K sold.

Elevation Advisory Partners first reported a position in NEE in Q1 2026 and held it in 1 quarter. The position peaked at $263K in Q1 2026. 3,021 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Elevation Advisory Partners reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
Elevation Advisory Partners sold 3,022 NextEra Energy shares in Q2 2026, an estimated $263K.
Elevation Advisory Partners first reported a position in NextEra Energy in Q1 2026 and held it in 1 quarter.
Elevation Advisory Partners's NextEra Energy position peaked at $263K in Q1 2026.
3,021 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Elevation Advisory Partners's 13F filing for Q2 2026, filed 13 Aug 2026.