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Invera Wealth Advisors’s NextEra Energy NEE Stock Holding History

Invera Wealth 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
Q1 		$551K Buy
5,934
+1,008
+20% +$89.6K 0.35% 68
2025
Q4 		$395K Buy
4,926
+45
+0.9% +$3.73K 0.25% 75
2025
Q3 		$368K Sell
4,881
-5
-0.1% -$365 0.23% 74
2025
Q2 		$339K Buy
4,886
+4
+0.1% +$278 0.22% 74
2025
Q1 		$346K Buy
4,882
+63
+1% +$4.45K 0.22% 80
2024
Q4 		$334K Buy
4,819
+107
+2% +$8.31K 0.33% 41
2024
Q3 		$352K Buy
4,712
+1,172
+33% +$91.5K 0.35% 39
2024
Q2 		$264K Buy
+3,540
New +$251K 0.27% 43

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invera Wealth Advisors's NEE Position: Q1 2026 in Review

Invera Wealth Advisors increased its NextEra Energy (NEE) stake by 20% in Q1 2026, buying an estimated $89.6K and bringing the position to 5,934 shares worth $551K. The position accounts for 0.35% of the portfolio, ranked #68.

Invera Wealth Advisors first reported a position in NEE in Q2 2024 and has held it in 8 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Invera Wealth Advisors held 5,934 shares of NextEra Energy worth $551K as of Q1 2026.
  • Invera Wealth Advisors bought 1,008 NextEra Energy shares in Q1 2026, an estimated $89.6K.
  • NextEra Energy made up 0.35% of Invera Wealth Advisors's portfolio in Q1 2026, its #68 holding.
  • Invera Wealth Advisors first reported a position in NextEra Energy in Q2 2024 and has held it in 8 quarters since.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.