Finivi Inc’s NextEra Energy NEE Stock Holding History

Finivi Inc’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	$2.95M	Buy	33,603 +251	+0.8%	+$22.7K	1.51%	22
2026 Q1	$3.1M	Buy	33,352 +2,176	+7%	+$193K	1.69%	24
2025 Q4	$2.5M	Sell	31,176 -774	-2%	-$64.1K	1.45%	23
2025 Q3	$2.41M	Buy	31,950 +136	+0.4%	+$9.94K	1.54%	26
2025 Q2	$2.21M	Buy	31,814 +888	+3%	+$61.7K	1.5%	25
2025 Q1	$2.19M	Sell	30,926 -328	-1%	-$23.2K	1.76%	24
2024 Q4	$2.24M	Sell	31,254 -1,456	-4%	-$113K	1.79%	22
2024 Q3	$2.76M	Sell	32,710 -622	-2%	-$48.5K	2.24%	17
2024 Q2	$2.36M	Buy	33,332 +655	+2%	+$46.5K	1.96%	18
2024 Q1	$2.09M	Sell	32,677 -8,641	-21%	-$506K	1.89%	19
2023 Q4	$2.51M	Buy	+41,318	New	+$2.35M	2.45%	13
2021 Q4	$2.92M	Buy	+31,100	New	+$2.69M	3.08%	10

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Finivi Inc's NEE Position: Q2 2026 in Review

Finivi Inc increased its NextEra Energy (NEE) stake by 0.75% in Q2 2026, buying an estimated $22.7K and bringing the position to 33,603 shares worth $2.95M. The position accounts for 1.51% of the portfolio, ranked #22.

Finivi Inc first reported a position in NEE in Q4 2021 and has held it in 12 quarters since. The position peaked at $3.1M in Q1 2026. 2,987 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Finivi Inc held 33,603 shares of NextEra Energy worth $2.95M as of Q2 2026.
Finivi Inc bought 251 NextEra Energy shares in Q2 2026, an estimated $22.7K.
NextEra Energy made up 1.51% of Finivi Inc's portfolio in Q2 2026, its #22 holding.
Finivi Inc first reported a position in NextEra Energy in Q4 2021 and has held it in 12 quarters since.
Finivi Inc's NextEra Energy position peaked at $3.1M in Q1 2026.
2,987 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.