Focus Partners Wealth
NEE icon

Focus Partners Wealth’s NextEra Energy NEE Stock Holding History

Focus Partners 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 		$103M Buy
1,170,089
+68,791
+6% +$6.22M 0.11% 192
2026
Q1 		$102M Sell
1,101,298
-10,493
-0.9% -$933K 0.11% 183
2025
Q4 		$89.2M Buy
1,111,791
+185,014
+20% +$15.3M 0.1% 193
2025
Q3 		$70M Buy
926,777
+51,598
+6% +$3.77M 0.11% 159
2025
Q2 		$60.8M Sell
875,179
-7,308
-0.8% -$508K 0.13% 160
2025
Q1 		$62.6M Buy
882,487
+6,855
+0.8% +$484K 0.16% 134
2024
Q4 		$62.8M Buy
875,632
+159,105
+22% +$12.4M 0.16% 124
2024
Q3 		$85.9M Buy
716,527
+253,694
+55% +$19.8M 0.27% 78
2024
Q2 		$32.8M Buy
462,833
+17,583
+4% +$1.25M 0.11% 184
2024
Q1 		$28.5M Buy
445,250
+295,454
+197% +$17.3M 0.23% 112
2023
Q4 		$9.1M Buy
+149,796
New +$8.54M 0.12% 165

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

Focus Partners Wealth's NEE Position: Q2 2026 in Review

Focus Partners Wealth increased its NextEra Energy (NEE) stake by 6.2% in Q2 2026, buying an estimated $6.22M and bringing the position to 1,170,089 shares worth $103M. The position accounts for 0.11% of the portfolio, ranked #192.

Focus Partners Wealth first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Focus Partners Wealth held 1,170,089 shares of NextEra Energy worth $103M as of Q2 2026.
  • Focus Partners Wealth bought 68,791 NextEra Energy shares in Q2 2026, an estimated $6.22M.
  • NextEra Energy made up 0.11% of Focus Partners Wealth's portfolio in Q2 2026, its #192 holding.
  • Focus Partners Wealth first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

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