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Innovative Asset Advisors Group’s NextEra Energy NEE Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-234
Closed -$21.8K – 752
2026
Q1 		$21.8K Buy
+234
New +$20.8K 0.01% 484

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

Innovative Asset Advisors Group's NEE Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 234 shares — an estimated $21.8K sold.

Innovative Asset Advisors Group first reported a position in NEE in Q1 2026 and held it in 1 quarter. The position peaked at $21.8K in Q1 2026. 3,019 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 234 NextEra Energy shares in Q2 2026, an estimated $21.8K.
  • Innovative Asset Advisors Group first reported a position in NextEra Energy in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's NextEra Energy position peaked at $21.8K in Q1 2026.
  • 3,019 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.