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Navigoe Wealth Management’s NextEra Energy NEE Stock Holding History

Navigoe 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 		$0 Buy
+5
New +$452 ﹤0.01% 908
2025
Q3 		– Sell
-42
Closed -$2K – 272
2025
Q2 		$2K Hold
42
– – ﹤0.01% 143
2025
Q1 		$2K Hold
42
– – ﹤0.01% 139
2024
Q4 		$3K Buy
+42
New +$3.26K ﹤0.01% 135

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 $3.38T AUM 44.17% 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

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

Navigoe Wealth Management opened a new position in NextEra Energy (NEE) in Q2 2026: 5 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #908 among its holdings. This is a return to the name: Navigoe Wealth Management previously reported a position in NEE as recently as Q2 2025.

Navigoe Wealth Management first reported a position in NEE in Q4 2024 and has held it in 4 quarters since. The position peaked at $3K in Q4 2024. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Navigoe Wealth Management held 5 shares of NextEra Energy worth $0 as of Q2 2026.
  • NextEra Energy was a new Navigoe Wealth Management position in Q2 2026.
  • NextEra Energy made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #908 holding.
  • Navigoe Wealth Management first reported a position in NextEra Energy in Q4 2024 and has held it in 4 quarters since.
  • Navigoe Wealth Management's NextEra Energy position peaked at $3K in Q4 2024.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.