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Enclave Advisors’s NextEra Energy NEE Stock Holding History

Enclave 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 		$696K Sell
7,930
-431
-5% -$39K 0.09% 82
2026
Q1 		$777K Buy
8,361
+7
+0.1% +$622 0.11% 79
2025
Q4 		$671K Buy
8,354
+112
+1% +$9.28K 0.1% 82
2025
Q3 		$622K Buy
8,242
+365
+5% +$26.7K 0.1% 72
2025
Q2 		$547K Buy
7,877
+74
+0.9% +$5.14K 0.09% 73
2025
Q1 		$553K Buy
7,803
+1,007
+15% +$71.1K 0.09% 69
2024
Q4 		$487K Buy
6,796
+187
+3% +$14.5K 0.08% 79
2024
Q3 		$559K Buy
+6,609
New +$516K 0.09% 73

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

Enclave Advisors's NEE Position: Q2 2026 in Review

Enclave Advisors reduced its NextEra Energy (NEE) stake by 5.2% in Q2 2026, selling an estimated $39K and leaving 7,930 shares worth $696K. The position accounts for 0.09% of the portfolio, ranked #82.

Enclave Advisors first reported a position in NEE in Q3 2024 and has held it in 8 quarters since. The position peaked at $777K in Q1 2026. 3,035 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Enclave Advisors held 7,930 shares of NextEra Energy worth $696K as of Q2 2026.
  • Enclave Advisors sold 431 NextEra Energy shares in Q2 2026, an estimated $39K.
  • NextEra Energy made up 0.09% of Enclave Advisors's portfolio in Q2 2026, its #82 holding.
  • Enclave Advisors first reported a position in NextEra Energy in Q3 2024 and has held it in 8 quarters since.
  • Enclave Advisors's NextEra Energy position peaked at $777K in Q1 2026.
  • 3,035 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Enclave Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.