Lyell Wealth Management’s NextEra Energy NEE Stock Holding History

Lyell Wealth Management’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	$252K	Buy	2,867 +464	+19%	+$42K	0.02%	213
2026 Q1	$223K	Buy	+2,403	New	+$214K	0.02%	202
2023 Q2	–	Sell	-2,695	Closed	-$208K	–	193
2023 Q1	$208K	Sell	2,695 -240	-8%	-$18.5K	0.03%	194
2022 Q4	$245K	Buy	+2,935	New	+$237K	0.04%	174
2017 Q1	–	Sell	-8,600	Closed	-$257K	–	100
2016 Q4	$257K	Buy	+8,600	New	+$257K	0.16%	86

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

Lyell Wealth Management's NEE Position: Q2 2026 in Review

Lyell Wealth Management increased its NextEra Energy (NEE) stake by 19% in Q2 2026, buying an estimated $42K and bringing the position to 2,867 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #213.

Lyell Wealth Management first reported a position in NEE in Q4 2016 and has held it in 5 quarters since. The position peaked at $257K in Q4 2016. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Lyell Wealth Management held 2,867 shares of NextEra Energy worth $252K as of Q2 2026.
Lyell Wealth Management bought 464 NextEra Energy shares in Q2 2026, an estimated $42K.
NextEra Energy made up 0.02% of Lyell Wealth Management's portfolio in Q2 2026, its #213 holding.
Lyell Wealth Management first reported a position in NextEra Energy in Q4 2016 and has held it in 5 quarters since.
Lyell Wealth Management's NextEra Energy position peaked at $257K in Q4 2016.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.