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Lifeworks Advisors’s NextEra Energy NEE Stock Holding History

Lifeworks 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 		$333K Buy
+3,794
New +$343K 0.03% 254

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

Lifeworks Advisors's NEE Position: Q2 2026 in Review

Lifeworks Advisors opened a new position in NextEra Energy (NEE) in Q2 2026: 3,794 shares worth $333K. The stake represents 0.03% of the portfolio and ranks #254 among its holdings.

3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Lifeworks Advisors held 3,794 shares of NextEra Energy worth $333K as of Q2 2026.
  • NextEra Energy was a new Lifeworks Advisors position in Q2 2026.
  • NextEra Energy made up 0.03% of Lifeworks Advisors's portfolio in Q2 2026, its #254 holding.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.