EverSource Wealth Advisors’s NextEra Energy NEE Stock Holding History

EverSource Wealth 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	$1.21M	Sell	13,786 -361	-3%	-$32.7K	0.04%	313
2026 Q1	$1.31M	Buy	14,147 +1,517	+12%	+$135K	0.04%	316
2025 Q4	$1.01M	Buy	12,630 +2,684	+27%	+$222K	0.04%	340
2025 Q3	$751K	Sell	9,946 -565	-5%	-$41.3K	0.03%	381
2025 Q2	$730K	Sell	10,511 -106	-1%	-$7.36K	0.03%	354
2025 Q1	$753K	Buy	10,617 +1,546	+17%	+$109K	0.04%	299
2024 Q4	$650K	Buy	9,071 +702	+8%	+$54.5K	0.04%	315
2024 Q3	$708K	Sell	8,369 -9	-0.1%	-$702	0.04%	274
2024 Q2	$640K	Buy	8,378 +4,344	+108%	+$308K	0.04%	278
2024 Q1	$270K	Sell	4,034 -731	-15%	-$42.8K	0.02%	407
2023 Q4	$289K	Sell	4,765 -214	-4%	-$12.2K	0.03%	348
2023 Q3	$285K	Sell	4,979 -877	-15%	-$60.7K	0.03%	318
2023 Q2	$435K	Sell	5,856 -74	-1%	-$5.6K	0.05%	249
2023 Q1	$457K	Sell	5,930 -389	-6%	-$29.9K	0.06%	228
2022 Q4	$528K	Sell	6,319 -5,277	-46%	-$426K	0.08%	191
2022 Q3	$909K	Buy	11,596 +4,252	+58%	+$361K	0.21%	90
2022 Q2	$569K	Sell	7,344 -1,352	-16%	-$103K	0.15%	130
2022 Q1	$736K	Buy	8,696 +887	+11%	+$71.1K	0.19%	108
2021 Q4	$728K	Buy	+7,809	New	+$675K	0.2%	80

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EverSource Wealth Advisors's NEE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its NextEra Energy (NEE) stake by 2.6% in Q2 2026, selling an estimated $32.7K and leaving 13,786 shares worth $1.21M. The position accounts for 0.04% of the portfolio, ranked #313.

EverSource Wealth Advisors first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.31M in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

EverSource Wealth Advisors held 13,786 shares of NextEra Energy worth $1.21M as of Q2 2026.
EverSource Wealth Advisors sold 361 NextEra Energy shares in Q2 2026, an estimated $32.7K.
NextEra Energy made up 0.04% of EverSource Wealth Advisors's portfolio in Q2 2026, its #313 holding.
EverSource Wealth Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's NextEra Energy position peaked at $1.31M in Q1 2026.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.