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Evolve Private Wealth’s NextEra Energy NEE Stock Holding History

Evolve Private 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 		$746K Sell
8,497
-7,630
-47% -$690K 0.05% 372
2026
Q1 		$1.5M Buy
16,127
+5,510
+52% +$490K 0.08% 238
2025
Q4 		$852K Buy
+10,617
New +$879K 0.05% 348

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's NEE Position: Q2 2026 in Review

Evolve Private Wealth reduced its NextEra Energy (NEE) stake by 47% in Q2 2026, selling an estimated $690K and leaving 8,497 shares worth $746K. The position accounts for 0.05% of the portfolio, ranked #372.

Evolve Private Wealth first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.5M in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Evolve Private Wealth held 8,497 shares of NextEra Energy worth $746K as of Q2 2026.
  • Evolve Private Wealth sold 7,630 NextEra Energy shares in Q2 2026, an estimated $690K.
  • NextEra Energy made up 0.05% of Evolve Private Wealth's portfolio in Q2 2026, its #372 holding.
  • Evolve Private Wealth first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's NextEra Energy position peaked at $1.5M in Q1 2026.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.