Investors Portfolio Services’s NextEra Energy NEE Stock Holding History

Investors Portfolio Services’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	$38.8K	Sell	442 -565	-56%	-$51.1K	0.03%	95
2026 Q1	$93.6K	Sell	1,007 -505	-33%	-$44.9K	0.09%	57
2025 Q4	$121K	Buy	+1,512	New	+$125K	0.11%	50

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

Investors Portfolio Services's NEE Position: Q2 2026 in Review

Investors Portfolio Services reduced its NextEra Energy (NEE) stake by 56% in Q2 2026, selling an estimated $51.1K and leaving 442 shares worth $38.8K. The position accounts for 0.03% of the portfolio, ranked #95.

Investors Portfolio Services first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $121K in Q4 2025. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Investors Portfolio Services held 442 shares of NextEra Energy worth $38.8K as of Q2 2026.
Investors Portfolio Services sold 565 NextEra Energy shares in Q2 2026, an estimated $51.1K.
NextEra Energy made up 0.03% of Investors Portfolio Services's portfolio in Q2 2026, its #95 holding.
Investors Portfolio Services first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
Investors Portfolio Services's NextEra Energy position peaked at $121K in Q4 2025.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.