MWA
NEE icon

Motive Wealth Advisors’s NextEra Energy NEE Stock Holding History

Motive Wealth 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 		$231K Sell
2,628
-90
-3% -$8.14K 0.09% 90
2026
Q1 		$252K Buy
2,718
+77
+3% +$6.85K 0.12% 78
2025
Q4 		$212K Buy
+2,641
New +$219K 0.09% 89

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Motive Wealth Advisors's NEE Position: Q2 2026 in Review

Motive Wealth Advisors reduced its NextEra Energy (NEE) stake by 3.3% in Q2 2026, selling an estimated $8.14K and leaving 2,628 shares worth $231K. The position accounts for 0.09% of the portfolio, ranked #90.

Motive Wealth Advisors first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $252K in Q1 2026. 758 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Motive Wealth Advisors held 2,628 shares of NextEra Energy worth $231K as of Q2 2026.
  • Motive Wealth Advisors sold 90 NextEra Energy shares in Q2 2026, an estimated $8.14K.
  • NextEra Energy made up 0.09% of Motive Wealth Advisors's portfolio in Q2 2026, its #90 holding.
  • Motive Wealth Advisors first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • Motive Wealth Advisors's NextEra Energy position peaked at $252K in Q1 2026.
  • 758 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.