Invenio Wealth Partners’s NextEra Energy NEE Stock Holding History

Invenio Wealth Partners’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	$220K	Buy	2,506 +66	+3%	+$5.97K	0.08%	88
2026 Q1	$227K	Buy	+2,440	New	+$217K	0.09%	84
2025 Q2	–	Sell	-2,852	Closed	-$202K	–	102
2025 Q1	$202K	Sell	2,852 -101	-3%	-$7.13K	0.08%	90
2024 Q4	$212K	Sell	2,953 -7,470	-72%	-$580K	0.09%	95
2024 Q3	$881K	Buy	10,423 +7,470	+253%	+$583K	0.38%	37
2024 Q2	$209K	Sell	2,953 -215	-7%	-$15.3K	0.1%	91
2024 Q1	$202K	Sell	3,168 -881	-22%	-$51.6K	0.11%	95
2023 Q4	$246K	Sell	4,049 -522	-11%	-$29.7K	0.18%	77
2023 Q3	$262K	Buy	4,571 +264	+6%	+$18.3K	0.24%	71
2023 Q2	$320K	Buy	+4,307	New	+$326K	0.36%	53

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

Invenio Wealth Partners's NEE Position: Q2 2026 in Review

Invenio Wealth Partners increased its NextEra Energy (NEE) stake by 2.7% in Q2 2026, buying an estimated $5.97K and bringing the position to 2,506 shares worth $220K. The position accounts for 0.08% of the portfolio, ranked #88.

Invenio Wealth Partners first reported a position in NEE in Q2 2023 and has held it in 10 quarters since. The position peaked at $881K in Q3 2024. 3,035 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Invenio Wealth Partners held 2,506 shares of NextEra Energy worth $220K as of Q2 2026.
Invenio Wealth Partners bought 66 NextEra Energy shares in Q2 2026, an estimated $5.97K.
NextEra Energy made up 0.08% of Invenio Wealth Partners's portfolio in Q2 2026, its #88 holding.
Invenio Wealth Partners first reported a position in NextEra Energy in Q2 2023 and has held it in 10 quarters since.
Invenio Wealth Partners's NextEra Energy position peaked at $881K in Q3 2024.
3,035 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Invenio Wealth Partners's 13F filing for Q2 2026, filed 30 Jul 2026.