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Intellus Advisors’s NextEra Energy NEE Stock Holding History

Intellus 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 		$281K Buy
3,200
+18
+0.6% +$1.63K 0.03% 111
2026
Q1 		$296K Sell
3,182
-49
-2% -$4.36K 0.04% 105
2025
Q4 		$259K Sell
3,231
-152
-4% -$12.6K 0.03% 111
2025
Q3 		$255K Buy
3,383
+358
+12% +$26.2K 0.03% 114
2025
Q2 		$210K Hold
3,025
– – 0.03% 127
2025
Q1 		$214K Buy
3,025
+5
+0.2% +$353 0.04% 111
2024
Q4 		$217K Buy
+3,020
New +$235K 0.04% 108

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

Intellus Advisors's NEE Position: Q2 2026 in Review

Intellus Advisors increased its NextEra Energy (NEE) stake by 0.57% in Q2 2026, buying an estimated $1.63K and bringing the position to 3,200 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #111.

Intellus Advisors first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $296K in Q1 2026. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Intellus Advisors held 3,200 shares of NextEra Energy worth $281K as of Q2 2026.
  • Intellus Advisors bought 18 NextEra Energy shares in Q2 2026, an estimated $1.63K.
  • NextEra Energy made up 0.03% of Intellus Advisors's portfolio in Q2 2026, its #111 holding.
  • Intellus Advisors first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
  • Intellus Advisors's NextEra Energy position peaked at $296K in Q1 2026.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Intellus Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.