Elevatus Welath Management’s NextEra Energy NEE Stock Holding History

Elevatus Welath 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	$208K	Buy	+2,372	New	+$215K	0.05%	241
2023 Q3	–	Sell	-3,164	Closed	-$235K	–	81
2023 Q2	$235K	Buy	+3,164	New	+$240K	0.16%	44

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

Elevatus Welath Management's NEE Position: Q2 2026 in Review

Elevatus Welath Management opened a new position in NextEra Energy (NEE) in Q2 2026: 2,372 shares worth $208K. The stake represents 0.05% of the portfolio and ranks #241 among its holdings. This is a return to the name: Elevatus Welath Management previously reported a position in NEE as recently as Q2 2023.

Elevatus Welath Management first reported a position in NEE in Q2 2023 and has held it in 2 quarters since. The position peaked at $235K in Q2 2023. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Elevatus Welath Management held 2,372 shares of NextEra Energy worth $208K as of Q2 2026.
NextEra Energy was a new Elevatus Welath Management position in Q2 2026.
NextEra Energy made up 0.05% of Elevatus Welath Management's portfolio in Q2 2026, its #241 holding.
Elevatus Welath Management first reported a position in NextEra Energy in Q2 2023 and has held it in 2 quarters since.
Elevatus Welath Management's NextEra Energy position peaked at $235K in Q2 2023.
3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.