EW
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Evexia Wealth’s NextEra Energy NEE Stock Holding History

Evexia 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 		$641K Buy
7,412
+1,404
+23% +$127K 0.17% 55
2026
Q1 		$555K Buy
6,008
+219
+4% +$19.5K 0.15% 61
2025
Q4 		$475K Sell
5,789
-470
-8% -$38.9K 0.13% 66
2025
Q3 		$528K Buy
6,259
+14
+0.2% +$1.02K 0.16% 63
2025
Q2 		$474K Sell
6,245
-1,357
-18% -$94.3K 0.15% 64
2025
Q1 		$514K Buy
7,602
+8
+0.1% +$565 0.19% 56
2024
Q4 		$518K Sell
7,594
-342
-4% -$26.6K 0.18% 57
2024
Q3 		$637K Buy
7,936
+1,632
+26% +$127K 0.23% 53
2024
Q2 		$460K Buy
6,304
+175
+3% +$12.4K 0.17% 53
2024
Q1 		$387K Buy
6,129
+317
+5% +$18.6K 0.16% 48
2023
Q4 		$338K Buy
5,812
+276
+5% +$15.7K 0.14% 48
2023
Q3 		$313K Buy
5,536
+2,555
+86% +$177K 0.16% 44
2023
Q2 		$225K Buy
+2,981
New +$226K 0.11% 44

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

Evexia Wealth's NEE Position: Q2 2026 in Review

Evexia Wealth increased its NextEra Energy (NEE) stake by 23% in Q2 2026, buying an estimated $127K and bringing the position to 7,412 shares worth $641K. The position accounts for 0.17% of the portfolio, ranked #55.

Evexia Wealth first reported a position in NEE in Q2 2023 and has held it in 13 quarters since. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Evexia Wealth held 7,412 shares of NextEra Energy worth $641K as of Q2 2026.
  • Evexia Wealth bought 1,404 NextEra Energy shares in Q2 2026, an estimated $127K.
  • NextEra Energy made up 0.17% of Evexia Wealth's portfolio in Q2 2026, its #55 holding.
  • Evexia Wealth first reported a position in NextEra Energy in Q2 2023 and has held it in 13 quarters since.
  • 3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Evexia Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.