Evoke Wealth’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-15,559
| Closed | -$1.45M | – | 424 |
|
|
2026
Q1 | $1.45M | Sell |
15,559
-2,542
| -14% | -$226K | 0.03% | 223 |
|
|
2025
Q4 | $1.45M | Buy |
18,101
+2,187
| +14% | +$181K | 0.03% | 226 |
|
|
2025
Q3 | $1.2M | Sell |
15,914
-274
| -2% | -$20K | 0.02% | 228 |
|
|
2025
Q2 | $1.12M | Buy |
16,188
+2,013
| +14% | +$140K | 0.03% | 221 |
|
|
2025
Q1 | $1M | Buy |
14,175
+546
| +4% | +$38.5K | 0.03% | 199 |
|
|
2024
Q4 | $977K | Buy |
13,629
+717
| +6% | +$55.7K | 0.03% | 190 |
|
|
2024
Q3 | $1.09M | Buy |
+12,912
| New | +$1.01M | 0.03% | 180 |
|
|
2024
Q2 | – | Sell |
-11,372
| Closed | -$727K | – | 292 |
|
|
2024
Q1 | $727K | Buy |
+11,372
| New | +$666K | 0.02% | 203 |
|
|
2023
Q4 | – | Sell |
-10,662
| Closed | -$611K | – | 261 |
|
|
2023
Q3 | $611K | Sell |
10,662
-613
| -5% | -$42.4K | 0.02% | 218 |
|
|
2023
Q2 | $837K | Buy |
11,275
+809
| +8% | +$61.2K | 0.03% | 175 |
|
|
2023
Q1 | $807K | Buy |
10,466
+210
| +2% | +$16.1K | 0.03% | 175 |
|
|
2022
Q4 | $857K | Sell |
10,256
-1,366
| -12% | -$110K | 0.03% | 175 |
|
|
2022
Q3 | $911K | Buy |
11,622
+1,025
| +10% | +$87K | 0.04% | 162 |
|
|
2022
Q2 | $821K | Buy |
10,597
+117
| +1% | +$8.91K | 0.03% | 175 |
|
|
2022
Q1 | $888K | Buy |
10,480
+233
| +2% | +$18.7K | 0.03% | 187 |
|
|
2021
Q4 | $957K | Buy |
10,247
+6
| +0.1% | +$519 | 0.03% | 185 |
|
|
2021
Q3 | $804K | Sell |
10,241
-73
| -0.7% | -$5.89K | 0.03% | 186 |
|
|
2021
Q2 | $756K | Sell |
10,314
-95
| -0.9% | -$7.13K | 0.03% | 197 |
|
|
2021
Q1 | $787K | Buy |
10,409
+1,948
| +23% | +$152K | 0.04% | 171 |
|
|
2020
Q4 | $653K | Buy |
8,461
+1,661
| +24% | +$124K | 0.04% | 128 |
|
|
2020
Q3 | $472K | Sell |
6,800
-20
| -0.3% | -$1.38K | 0.04% | 139 |
|
|
2020
Q2 | $410K | Sell |
6,820
-1,952
| -22% | -$117K | 0.04% | 129 |
|
|
2020
Q1 | $528K | Sell |
8,772
-3,552
| -29% | -$223K | 0.08% | 94 |
|
|
2019
Q4 | $746K | Buy |
12,324
+1,548
| +14% | +$90.4K | 0.09% | 96 |
|
|
2019
Q3 | $628K | Buy |
+10,776
| New | +$583K | 0.08% | 131 |
|
Other funds holding NEE
Evoke Wealth's NEE Position: Q2 2026 in Review
Evoke Wealth sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 15,559 shares — an estimated $1.45M sold.
Evoke Wealth first reported a position in NEE in Q3 2019 and held it in 25 quarters. The position peaked at $1.45M in Q4 2025. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Evoke Wealth reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
- Evoke Wealth sold 15,559 NextEra Energy shares in Q2 2026, an estimated $1.45M.
- Evoke Wealth first reported a position in NextEra Energy in Q3 2019 and held it in 25 quarters.
- Evoke Wealth's NextEra Energy position peaked at $1.45M in Q4 2025.
- 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.