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Holos Integrated Wealth’s NextEra Energy NEE Stock Holding History

Holos Integrated 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 		$3.36K Hold
38
– – ﹤0.01% 321
2026
Q1 		$3.56K Hold
38
– – ﹤0.01% 317
2025
Q4 		$3.08K Hold
38
– – ﹤0.01% 257
2025
Q3 		$3.17K Hold
38
– – ﹤0.01% 252
2025
Q2 		$2.75K Sell
38
-52
-58% -$3.61K ﹤0.01% 260
2025
Q1 		$6.38K Hold
90
– – ﹤0.01% 215
2024
Q4 		$6.45K Buy
+90
New +$6.99K ﹤0.01% 218

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Holos Integrated Wealth's NEE Position: Q2 2026 in Review

Holos Integrated Wealth held its NextEra Energy (NEE) position steady in Q2 2026 at 38 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Holos Integrated Wealth first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.45K in Q4 2024. 982 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Holos Integrated Wealth held 38 shares of NextEra Energy worth $3.36K as of Q2 2026.
  • Holos Integrated Wealth left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #321 holding.
  • Holos Integrated Wealth first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's NextEra Energy position peaked at $6.45K in Q4 2024.
  • 982 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.