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Evolution Wealth Management’s NextEra Energy NEE Stock Holding History

Evolution Wealth Management’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 		$77.2K Sell
879
-9
-1% -$814 0.05% 245
2026
Q1 		$82.5K Buy
888
+776
+693% +$69K 0.06% 195
2025
Q4 		$8.99K Sell
112
-51
-31% -$4.22K 0.01% 462
2025
Q3 		$12.3K Sell
163
-108
-40% -$7.89K 0.01% 345
2025
Q2 		$18.8K Buy
+271
New +$18.8K 0.02% 291

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

Evolution Wealth Management's NEE Position: Q2 2026 in Review

Evolution Wealth Management reduced its NextEra Energy (NEE) stake by 1% in Q2 2026, selling an estimated $814 and leaving 879 shares worth $77.2K. The position accounts for 0.05% of the portfolio, ranked #245.

Evolution Wealth Management first reported a position in NEE in Q2 2025 and has held it in 5 quarters since. The position peaked at $82.5K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Evolution Wealth Management held 879 shares of NextEra Energy worth $77.2K as of Q2 2026.
  • Evolution Wealth Management sold 9 NextEra Energy shares in Q2 2026, an estimated $814.
  • NextEra Energy made up 0.05% of Evolution Wealth Management's portfolio in Q2 2026, its #245 holding.
  • Evolution Wealth Management first reported a position in NextEra Energy in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's NextEra Energy position peaked at $82.5K in Q1 2026.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.