Envestnet Portfolio Solutions
NEE icon

Envestnet Portfolio Solutions’s NextEra Energy NEE Stock Holding History

Envestnet Portfolio Solutions’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 		$11.3M Buy
129,364
+59,396
+85% +$5.37M 0.05% 203
2026
Q1 		$6.5M Sell
69,968
-189,334
-73% -$16.8M 0.04% 249
2025
Q4 		$20.8M Buy
259,302
+2,966
+1% +$246K 0.07% 134
2025
Q3 		$19.4M Sell
256,336
-16,323
-6% -$1.19M 0.07% 138
2025
Q2 		$18.9M Buy
272,659
+5,059
+2% +$351K 0.07% 132
2025
Q1 		$19M Sell
267,600
-97,088
-27% -$6.85M 0.07% 133
2024
Q4 		$26.1M Sell
364,688
-38,162
-9% -$2.96M 0.09% 109
2024
Q3 		$34.1M Buy
402,850
+11,244
+3% +$877K 0.11% 97
2024
Q2 		$27.7M Buy
391,606
+71,234
+22% +$5.05M 0.1% 107
2024
Q1 		$20.5M Buy
320,372
+73,450
+30% +$4.3M 0.08% 129
2023
Q4 		$15M Buy
246,922
+49,038
+25% +$2.79M 0.06% 154
2023
Q3 		$11.3M Buy
+197,884
New +$13.7M 0.05% 169

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions's NEE Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its NextEra Energy (NEE) stake by 85% in Q2 2026, buying an estimated $5.37M and bringing the position to 129,364 shares worth $11.3M. The position accounts for 0.05% of the portfolio, ranked #203.

Envestnet Portfolio Solutions first reported a position in NEE in Q3 2023 and has held it in 12 quarters since. The position peaked at $34.1M in Q3 2024. 786 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Envestnet Portfolio Solutions held 129,364 shares of NextEra Energy worth $11.3M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 59,396 NextEra Energy shares in Q2 2026, an estimated $5.37M.
  • NextEra Energy made up 0.05% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #203 holding.
  • Envestnet Portfolio Solutions first reported a position in NextEra Energy in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's NextEra Energy position peaked at $34.1M in Q3 2024.
  • 786 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.