Evelyn Partners’s NextEra Energy NEE Stock Holding History

Evelyn 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	$51.8M	Buy	+590,293	New	+$53.4M	0.11%	25

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Evelyn Partners's NEE Position: Q2 2026 in Review

Evelyn Partners opened a new position in NextEra Energy (NEE) in Q2 2026: 590,293 shares worth $51.8M. The stake represents 0.11% of the portfolio and ranks #25 among its holdings.

2,919 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Evelyn Partners held 590,293 shares of NextEra Energy worth $51.8M as of Q2 2026.
NextEra Energy was a new Evelyn Partners position in Q2 2026.
NextEra Energy made up 0.11% of Evelyn Partners's portfolio in Q2 2026, its #25 holding.
2,919 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.