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 Q2	$511K	Sell	5,824 -110	-2%	-$9.95K	0.27%	78
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 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

Invera Wealth Advisors's NEE Position: Q2 2026 in Review

Invera Wealth Advisors reduced its NextEra Energy (NEE) stake by 1.9% in Q2 2026, selling an estimated $9.95K and leaving 5,824 shares worth $511K. The position accounts for 0.27% of the portfolio, ranked #78.

Invera Wealth Advisors first reported a position in NEE in Q2 2024 and has held it in 9 quarters since. The position peaked at $551K in Q1 2026. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Invera Wealth Advisors held 5,824 shares of NextEra Energy worth $511K as of Q2 2026.
Invera Wealth Advisors sold 110 NextEra Energy shares in Q2 2026, an estimated $9.95K.
NextEra Energy made up 0.27% of Invera Wealth Advisors's portfolio in Q2 2026, its #78 holding.
Invera Wealth Advisors first reported a position in NextEra Energy in Q2 2024 and has held it in 9 quarters since.
Invera Wealth Advisors's NextEra Energy position peaked at $551K in Q1 2026.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.