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LexAurum Advisors’s NextEra Energy NEE Stock Holding History

LexAurum 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 		$433K Buy
4,938
+448
+10% +$40.5K 0.05% 274
2026
Q1 		$417K Buy
+4,490
New +$399K 0.05% 262
2025
Q3 		$291K Buy
3,859
+591
+18% +$43.2K 0.04% 299
2025
Q2 		$227K Buy
3,268
+379
+13% +$26.3K 0.04% 321
2025
Q1 		$205K Sell
2,889
-43
-1% -$3.04K 0.04% 321
2024
Q4 		$210K Buy
2,932
+523
+22% +$40.6K 0.04% 311
2024
Q3 		$204K Buy
+2,409
New +$188K 0.04% 294

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

LexAurum Advisors's NEE Position: Q2 2026 in Review

LexAurum Advisors increased its NextEra Energy (NEE) stake by 10% in Q2 2026, buying an estimated $40.5K and bringing the position to 4,938 shares worth $433K. The position accounts for 0.05% of the portfolio, ranked #274.

LexAurum Advisors first reported a position in NEE in Q3 2024 and has held it in 7 quarters since. 3,044 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • LexAurum Advisors held 4,938 shares of NextEra Energy worth $433K as of Q2 2026.
  • LexAurum Advisors bought 448 NextEra Energy shares in Q2 2026, an estimated $40.5K.
  • NextEra Energy made up 0.05% of LexAurum Advisors's portfolio in Q2 2026, its #274 holding.
  • LexAurum Advisors first reported a position in NextEra Energy in Q3 2024 and has held it in 7 quarters since.
  • 3,044 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.