Insigneo Advisory Services’s NextEra Energy NEE Stock Holding History

Insigneo Advisory Services’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	$2.03M	Buy	23,083 +1,133	+5%	+$102K	0.08%	189
2026 Q1	$2.04M	Sell	21,950 -1,361	-6%	-$121K	0.14%	128
2025 Q4	$1.87M	Buy	23,311 +3,657	+19%	+$303K	0.13%	129
2025 Q3	$1.48M	Sell	19,654 -1,032	-5%	-$75.4K	0.1%	155
2025 Q2	$1.44M	Buy	20,686 +2,386	+13%	+$166K	0.12%	145
2025 Q1	$1.3M	Buy	18,300 +1,975	+12%	+$139K	0.13%	142
2024 Q4	$1.17M	Sell	16,325 -8,435	-34%	-$655K	0.12%	151
2024 Q3	$2.09M	Sell	24,760 -4,046	-14%	-$316K	0.21%	102
2024 Q2	$2.21M	Buy	28,806 +1,605	+6%	+$114K	0.25%	81
2024 Q1	$1.74M	Buy	27,201 +1,097	+4%	+$64.3K	0.21%	98
2023 Q4	$1.59M	Buy	26,104 +6,114	+31%	+$348K	0.22%	94
2023 Q3	$1.15M	Buy	19,990 +4,347	+28%	+$301K	0.23%	96
2023 Q2	$1.16M	Buy	15,643 +10,244	+190%	+$776K	0.22%	97
2023 Q1	$416K	Sell	5,399 -78	-1%	-$6K	0.13%	164
2022 Q4	$458K	Buy	+5,477	New	+$442K	0.17%	133

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

Insigneo Advisory Services's NEE Position: Q2 2026 in Review

Insigneo Advisory Services increased its NextEra Energy (NEE) stake by 5.2% in Q2 2026, buying an estimated $102K and bringing the position to 23,083 shares worth $2.03M. The position accounts for 0.08% of the portfolio, ranked #189.

Insigneo Advisory Services first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.21M in Q2 2024. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Insigneo Advisory Services held 23,083 shares of NextEra Energy worth $2.03M as of Q2 2026.
Insigneo Advisory Services bought 1,133 NextEra Energy shares in Q2 2026, an estimated $102K.
NextEra Energy made up 0.08% of Insigneo Advisory Services's portfolio in Q2 2026, its #189 holding.
Insigneo Advisory Services first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
Insigneo Advisory Services's NextEra Energy position peaked at $2.21M in Q2 2024.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.