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Evergreen Wealth Solutions’s NextEra Energy NEE Stock Holding History

Evergreen Wealth 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 		$1.65M Buy
19,233
+11,669
+154% +$1.06M 0.09% 150
2026
Q1 		$703K Buy
7,564
+4,779
+172% +$425K 0.05% 203
2025
Q4 		$224K Buy
+2,785
New +$231K 0.03% 200

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

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

Evergreen Wealth Solutions increased its NextEra Energy (NEE) stake by 154% in Q2 2026, buying an estimated $1.06M and bringing the position to 19,233 shares worth $1.65M. The position accounts for 0.09% of the portfolio, ranked #150.

Evergreen Wealth Solutions first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Evergreen Wealth Solutions held 19,233 shares of NextEra Energy worth $1.65M as of Q2 2026.
  • Evergreen Wealth Solutions bought 11,669 NextEra Energy shares in Q2 2026, an estimated $1.06M.
  • NextEra Energy made up 0.09% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #150 holding.
  • Evergreen Wealth Solutions first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.