EW
NEE icon

Evoke Wealth’s NextEra Energy NEE Stock Holding History

Evoke 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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Evoke Wealth's NEE Position: Q1 2026 in Review

Evoke Wealth reduced its NextEra Energy (NEE) stake by 14% in Q1 2026, selling an estimated $226K and leaving 15,559 shares worth $1.45M. The position accounts for 0.03% of the portfolio, ranked #223.

Evoke Wealth first reported a position in NEE in Q3 2019 and has held it in 25 quarters since. The position peaked at $1.45M in Q4 2025. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Evoke Wealth held 15,559 shares of NextEra Energy worth $1.45M as of Q1 2026.
  • Evoke Wealth sold 2,542 NextEra Energy shares in Q1 2026, an estimated $226K.
  • NextEra Energy made up 0.03% of Evoke Wealth's portfolio in Q1 2026, its #223 holding.
  • Evoke Wealth first reported a position in NextEra Energy in Q3 2019 and has held it in 25 quarters since.
  • Evoke Wealth's NextEra Energy position peaked at $1.45M in Q4 2025.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.