Icon Wealth Advisors’s NextEra Energy NEE Stock Holding History

Icon Wealth Advisors’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	$3.25M	Sell	37,032 -4,455	-11%	-$403K	0.2%	79
2026 Q1	$3.91M	Sell	41,487 -539	-1%	-$47.9K	0.25%	64
2025 Q4	$3.38M	Buy	42,026 +1,547	+4%	+$128K	0.23%	69
2025 Q3	$3.06M	Sell	40,479 -2,126	-5%	-$155K	0.21%	77
2025 Q2	$2.96M	Sell	42,605 -297	-0.7%	-$20.6K	0.21%	80
2025 Q1	$3.04M	Buy	42,902 +541	+1%	+$38.2K	0.25%	76
2024 Q4	$3.04M	Buy	42,361 +167	+0.4%	+$13K	0.25%	76
2024 Q3	$3.57M	Sell	42,194 -313	-0.7%	-$24.4K	0.3%	65
2024 Q2	$3.25M	Buy	42,507 +6,842	+19%	+$485K	0.29%	64
2024 Q1	$2.28M	Sell	35,665 -5,333	-13%	-$312K	0.21%	87
2023 Q4	$2.49M	Buy	+40,998	New	+$2.34M	0.26%	78
2022 Q4	$5.71M	Buy	68,329 +722	+1%	+$58.3K	0.66%	34
2022 Q3	$5.3M	Buy	+67,607	New	+$5.74M	0.64%	34

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

Icon Wealth Advisors's NEE Position: Q2 2026 in Review

Icon Wealth Advisors reduced its NextEra Energy (NEE) stake by 11% in Q2 2026, selling an estimated $403K and leaving 37,032 shares worth $3.25M. The position accounts for 0.2% of the portfolio, ranked #79.

Icon Wealth Advisors first reported a position in NEE in Q3 2022 and has held it in 13 quarters since. The position peaked at $5.71M in Q4 2022. 3,046 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Icon Wealth Advisors held 37,032 shares of NextEra Energy worth $3.25M as of Q2 2026.
Icon Wealth Advisors sold 4,455 NextEra Energy shares in Q2 2026, an estimated $403K.
NextEra Energy made up 0.2% of Icon Wealth Advisors's portfolio in Q2 2026, its #79 holding.
Icon Wealth Advisors first reported a position in NextEra Energy in Q3 2022 and has held it in 13 quarters since.
Icon Wealth Advisors's NextEra Energy position peaked at $5.71M in Q4 2022.
3,046 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.