EPW
NEE icon

Evergreen Private Wealth’s NextEra Energy NEE Stock Holding History

Evergreen Private Wealth’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 		$175K Hold
1,991
– – 0.06% 72
2026
Q1 		$185K Buy
1,991
+366
+23% +$32.5K 0.07% 68
2025
Q4 		$130K Sell
1,625
-76
-4% -$6.29K 0.05% 83
2025
Q3 		$128K Sell
1,701
-145
-8% -$10.6K 0.05% 82
2025
Q2 		$128K Sell
1,846
-408
-18% -$28.3K 0.05% 84
2025
Q1 		$160K Buy
2,254
+1
+0% +$71 0.07% 77
2024
Q4 		$161K Buy
2,253
+13
+0.6% +$1.01K 0.08% 76
2024
Q3 		$189K Sell
2,240
-18
-0.8% -$1.41K 0.09% 69
2024
Q2 		$160K Buy
2,258
+102
+5% +$7.24K 0.08% 73
2024
Q1 		$138K Buy
2,156
+438
+25% +$25.7K 0.07% 89
2023
Q4 		$104K Buy
+1,718
New +$97.9K 0.06% 89

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Evergreen Private Wealth's NEE Position: Q2 2026 in Review

Evergreen Private Wealth held its NextEra Energy (NEE) position steady in Q2 2026 at 1,991 shares worth $175K. The position accounts for 0.06% of the portfolio, ranked #72.

Evergreen Private Wealth first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $189K in Q3 2024. 1,175 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Evergreen Private Wealth held 1,991 shares of NextEra Energy worth $175K as of Q2 2026.
  • Evergreen Private Wealth left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.06% of Evergreen Private Wealth's portfolio in Q2 2026, its #72 holding.
  • Evergreen Private Wealth first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
  • Evergreen Private Wealth's NextEra Energy position peaked at $189K in Q3 2024.
  • 1,175 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Evergreen Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.