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Excelsior Advisor Network’s NextEra Energy NEE Stock Holding History

Excelsior Advisor Network’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 		$1.63M Buy
18,523
+2,506
+16% +$227K 0.21% 102
2026
Q1 		$1.49M Buy
16,017
+11,897
+289% +$1.06M 0.57% 38
2025
Q4 		$331K Buy
+4,120
New +$341K 0.16% 116

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

Excelsior Advisor Network's NEE Position: Q2 2026 in Review

Excelsior Advisor Network increased its NextEra Energy (NEE) stake by 16% in Q2 2026, buying an estimated $227K and bringing the position to 18,523 shares worth $1.63M. The position accounts for 0.21% of the portfolio, ranked #102.

Excelsior Advisor Network first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. 3,033 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Excelsior Advisor Network held 18,523 shares of NextEra Energy worth $1.63M as of Q2 2026.
  • Excelsior Advisor Network bought 2,506 NextEra Energy shares in Q2 2026, an estimated $227K.
  • NextEra Energy made up 0.21% of Excelsior Advisor Network's portfolio in Q2 2026, its #102 holding.
  • Excelsior Advisor Network first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • 3,033 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.