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Integral Investment Advisors’s NextEra Energy NEE Stock Holding History

Integral Investment 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 		$490K Sell
5,586
-575
-9% -$52K 0.11% 114
2026
Q1 		$572K Sell
6,161
-300
-5% -$26.7K 0.14% 99
2025
Q4 		$519K Sell
6,461
-295
-4% -$24.4K 0.13% 104
2025
Q3 		$510K Sell
6,756
-1,526
-18% -$111K 0.14% 95
2025
Q2 		$575K Sell
8,282
-103
-1% -$7.15K 0.16% 95
2025
Q1 		$594K Sell
8,385
-11,140
-57% -$786K 0.19% 86
2024
Q4 		$1.4M Buy
19,525
+1,180
+6% +$91.7K 0.45% 43
2024
Q3 		$1.55M Buy
18,345
+663
+4% +$51.7K 0.52% 37
2024
Q2 		$1.3M Buy
17,682
+6,496
+58% +$461K 0.48% 43
2024
Q1 		$714K Buy
11,186
+2,992
+37% +$175K 0.3% 72
2023
Q4 		$498K Sell
8,194
-500
-6% -$28.5K 0.32% 55
2023
Q3 		$498K Buy
8,694
+60
+0.7% +$4.15K 0.35% 52
2023
Q2 		$641K Sell
8,634
-15
-0.2% -$1.14K 0.43% 45
2023
Q1 		$667K Buy
8,649
+88
+1% +$6.77K 0.48% 37
2022
Q4 		$716K Sell
8,561
-38
-0.4% -$3.07K 0.55% 36
2022
Q3 		$674K Sell
8,599
-594
-6% -$50.4K 0.55% 44
2022
Q2 		$712K Sell
9,193
-243
-3% -$18.5K 0.61% 39
2022
Q1 		$799K Buy
9,436
+1,356
+17% +$109K 0.5% 51
2021
Q4 		$754K Buy
+8,080
New +$698K 0.54% 41

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

Integral Investment Advisors's NEE Position: Q2 2026 in Review

Integral Investment Advisors reduced its NextEra Energy (NEE) stake by 9.3% in Q2 2026, selling an estimated $52K and leaving 5,586 shares worth $490K. The position accounts for 0.11% of the portfolio, ranked #114.

Integral Investment Advisors first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.55M in Q3 2024. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Integral Investment Advisors held 5,586 shares of NextEra Energy worth $490K as of Q2 2026.
  • Integral Investment Advisors sold 575 NextEra Energy shares in Q2 2026, an estimated $52K.
  • NextEra Energy made up 0.11% of Integral Investment Advisors's portfolio in Q2 2026, its #114 holding.
  • Integral Investment Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
  • Integral Investment Advisors's NextEra Energy position peaked at $1.55M in Q3 2024.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Integral Investment Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.