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Everpar Advisors’s NextEra Energy NEE Stock Holding History

Everpar 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 		$508K Sell
5,790
-489
-8% -$44.2K 0.14% 146
2026
Q1 		$583K Buy
6,279
+941
+18% +$83.7K 0.2% 113
2025
Q4 		$429K Sell
5,338
-4
-0.1% -$331 0.16% 145
2025
Q3 		$403K Buy
5,342
+223
+4% +$16.3K 0.16% 145
2025
Q2 		$355K Buy
5,119
+376
+8% +$26.1K 0.16% 168
2025
Q1 		$336K Sell
4,743
-986
-17% -$69.6K 0.18% 157
2024
Q4 		$411K Buy
5,729
+165
+3% +$12.8K 0.21% 134
2024
Q3 		$470K Sell
5,564
-1,099
-16% -$85.8K 0.24% 128
2024
Q2 		$472K Buy
6,663
+1,809
+37% +$128K 0.24% 128
2024
Q1 		$310K Sell
4,854
-1,000
-17% -$58.6K 0.19% 174
2023
Q4 		$356K Buy
+5,854
New +$334K 0.17% 194

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
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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Everpar Advisors's NEE Position: Q2 2026 in Review

Everpar Advisors reduced its NextEra Energy (NEE) stake by 7.8% in Q2 2026, selling an estimated $44.2K and leaving 5,790 shares worth $508K. The position accounts for 0.14% of the portfolio, ranked #146.

Everpar Advisors first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $583K in Q1 2026. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Everpar Advisors held 5,790 shares of NextEra Energy worth $508K as of Q2 2026.
  • Everpar Advisors sold 489 NextEra Energy shares in Q2 2026, an estimated $44.2K.
  • NextEra Energy made up 0.14% of Everpar Advisors's portfolio in Q2 2026, its #146 holding.
  • Everpar Advisors first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
  • Everpar Advisors's NextEra Energy position peaked at $583K in Q1 2026.
  • 560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.