Elevation Wealth Partners’s NextEra Energy NEE Stock Holding History

Elevation 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
2026 Q2	$199K	Buy	2,263 +86	+4%	+$7.78K	0.06%	141
2026 Q1	$202K	Buy	2,177 +67	+3%	+$5.96K	0.07%	118
2025 Q4	$169K	Buy	2,110 +45	+2%	+$3.73K	0.06%	128
2025 Q3	$156K	Buy	2,065 +65	+3%	+$4.75K	0.06%	133
2025 Q2	$139K	Hold	2,000	–	–	0.05%	142
2025 Q1	$142K	Hold	2,000	–	–	0.06%	131
2024 Q4	$143K	Hold	2,000	–	–	0.06%	135
2024 Q3	$169K	Hold	2,000	–	–	0.07%	127
2024 Q2	$142K	Hold	2,000	–	–	0.07%	134
2024 Q1	$128K	Hold	2,000	–	–	0.06%	136
2023 Q4	$115K	Hold	2,000	–	–	0.07%	140
2023 Q3	$115K	Hold	2,000	–	–	0.1%	84
2023 Q2	$148K	Hold	2,000	–	–	0.13%	77
2023 Q1	$154K	Buy	+2,000	New	+$154K	0.14%	72

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Elevation Wealth Partners increased its NextEra Energy (NEE) stake by 4% in Q2 2026, buying an estimated $7.78K and bringing the position to 2,263 shares worth $199K. The position accounts for 0.06% of the portfolio, ranked #141.

Elevation Wealth Partners first reported a position in NEE in Q1 2023 and has held it in 14 quarters since. The position peaked at $202K in Q1 2026. 1,222 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Elevation Wealth Partners held 2,263 shares of NextEra Energy worth $199K as of Q2 2026.
Elevation Wealth Partners bought 86 NextEra Energy shares in Q2 2026, an estimated $7.78K.
NextEra Energy made up 0.06% of Elevation Wealth Partners's portfolio in Q2 2026, its #141 holding.
Elevation Wealth Partners first reported a position in NextEra Energy in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's NextEra Energy position peaked at $202K in Q1 2026.
1,222 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.