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Naviter Wealth’s NextEra Energy NEE Stock Holding History

Naviter Wealth’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 		$481K Buy
5,475
+1,141
+26% +$103K 0.04% 223
2026
Q1 		$403K Buy
4,334
+71
+2% +$6.31K 0.05% 215
2025
Q4 		$342K Sell
4,263
-2,173
-34% -$180K 0.04% 221
2025
Q3 		$486K Buy
6,436
+1,662
+35% +$121K 0.06% 203
2025
Q2 		$331K Buy
4,774
+98
+2% +$6.81K 0.04% 228
2025
Q1 		$329K Sell
4,676
-1,471
-24% -$104K 0.04% 223
2024
Q4 		$441K Sell
6,147
-12,730
-67% -$989K 0.05% 217
2024
Q3 		$1.6M Sell
18,877
-367
-2% -$28.6K 0.22% 129
2024
Q2 		$1.36M Buy
19,244
+1,732
+10% +$123K 0.2% 135
2024
Q1 		$1.12M Buy
17,512
+7,084
+68% +$415K 0.18% 146
2023
Q4 		$633K Sell
10,428
-1,256
-11% -$71.6K 0.13% 166
2023
Q3 		$669K Buy
11,684
+211
+2% +$14.6K 0.16% 150
2023
Q2 		$851K Buy
11,473
+1,612
+16% +$122K 0.22% 121
2023
Q1 		$760K Sell
9,861
-485
-5% -$37.3K 0.27% 107
2022
Q4 		$868K Buy
10,346
+1,315
+15% +$106K 0.24% 97
2022
Q3 		$708K Buy
9,031
+466
+5% +$39.5K 0.29% 82
2022
Q2 		$663K Buy
+8,565
New +$652K 0.27% 87

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

Naviter Wealth's NEE Position: Q2 2026 in Review

Naviter Wealth increased its NextEra Energy (NEE) stake by 26% in Q2 2026, buying an estimated $103K and bringing the position to 5,475 shares worth $481K. The position accounts for 0.04% of the portfolio, ranked #223.

Naviter Wealth first reported a position in NEE in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.6M in Q3 2024. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Naviter Wealth held 5,475 shares of NextEra Energy worth $481K as of Q2 2026.
  • Naviter Wealth bought 1,141 NextEra Energy shares in Q2 2026, an estimated $103K.
  • NextEra Energy made up 0.04% of Naviter Wealth's portfolio in Q2 2026, its #223 holding.
  • Naviter Wealth first reported a position in NextEra Energy in Q2 2022 and has held it in 17 quarters since.
  • Naviter Wealth's NextEra Energy position peaked at $1.6M in Q3 2024.
  • 3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.