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Milestones Private Investment Advisors’s NextEra Energy NEE Stock Holding History

Milestones Private Investment 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 		$228K Hold
2,600
– – 0.18% 74
2026
Q1 		$241K Sell
2,600
-4,163
-62% -$370K 0.21% 72
2025
Q4 		$543K Buy
6,763
+14
+0.2% +$1.16K 0.37% 65
2025
Q3 		$509K Buy
6,749
+16
+0.2% +$1.17K 0.35% 69
2025
Q2 		$467K Buy
+6,733
New +$468K 0.35% 71

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

Milestones Private Investment Advisors's NEE Position: Q2 2026 in Review

Milestones Private Investment Advisors held its NextEra Energy (NEE) position steady in Q2 2026 at 2,600 shares worth $228K. The position accounts for 0.18% of the portfolio, ranked #74.

Milestones Private Investment Advisors first reported a position in NEE in Q2 2025 and has held it in 5 quarters since. The position peaked at $543K in Q4 2025. 3,035 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Milestones Private Investment Advisors held 2,600 shares of NextEra Energy worth $228K as of Q2 2026.
  • Milestones Private Investment Advisors left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.18% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #74 holding.
  • Milestones Private Investment Advisors first reported a position in NextEra Energy in Q2 2025 and has held it in 5 quarters since.
  • Milestones Private Investment Advisors's NextEra Energy position peaked at $543K in Q4 2025.
  • 3,035 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.