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New World Advisors’s NextEra Energy NEE Stock Holding History

New World 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 		$469K Sell
5,346
-143
-3% -$12.9K 0.08% 46
2026
Q1 		$510K Sell
5,489
-361
-6% -$32.1K 0.09% 31
2025
Q4 		$470K Buy
5,850
+263
+5% +$21.8K 0.08% 38
2025
Q3 		$422K Buy
5,587
+562
+11% +$41.1K 0.08% 41
2025
Q2 		$349K Buy
5,025
+1,814
+56% +$126K 0.07% 46
2025
Q1 		$228K Buy
3,211
+11
+0.3% +$776 0.05% 71
2024
Q4 		$229K Hold
3,200
– – 0.06% 63
2024
Q3 		$270K Hold
3,200
– – 0.07% 60
2024
Q2 		$227K Hold
3,200
– – 0.06% 62
2024
Q1 		$205K Buy
+3,200
New +$187K 0.06% 68
2023
Q3 		– Sell
-5,450
Closed -$404K – 65
2023
Q2 		$404K Buy
5,450
+2,250
+70% +$170K 0.14% 28
2023
Q1 		$247K Hold
3,200
– – 0.09% 55
2022
Q4 		$268K Hold
3,200
– – 0.09% 53
2022
Q3 		$251K Hold
3,200
– – 0.12% 46
2022
Q2 		$257K Hold
3,200
– – 0.14% 48
2022
Q1 		$244K Sell
3,200
-26
-0.8% -$2.08K 0.13% 51
2021
Q4 		$301K Hold
3,226
– – 0.14% 57
2021
Q3 		$272K Sell
3,226
-4,491
-58% -$362K 0.13% 56
2021
Q2 		$565K Buy
7,717
+4,517
+141% +$339K 0.38% 63
2021
Q1 		$242K Buy
3,200
+2,400
+300% +$187K 0.13% 25
2020
Q4 		$222K Sell
800
-2,400
-75% -$180K 0.14% 27
2020
Q3 		$232K Hold
3,200
– – 0.15% 26
2020
Q2 		$226K Buy
+3,200
New +$192K 0.15% 21
2019
Q2 		– Sell
-3,200
Closed -$155K – 83
2019
Q1 		$155K Buy
+3,200
New +$146K 0.11% 18

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

New World Advisors's NEE Position: Q2 2026 in Review

New World Advisors reduced its NextEra Energy (NEE) stake by 2.6% in Q2 2026, selling an estimated $12.9K and leaving 5,346 shares worth $469K. The position accounts for 0.08% of the portfolio, ranked #46.

New World Advisors first reported a position in NEE in Q1 2019 and has held it in 24 quarters since. The position peaked at $565K in Q2 2021. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • New World Advisors held 5,346 shares of NextEra Energy worth $469K as of Q2 2026.
  • New World Advisors sold 143 NextEra Energy shares in Q2 2026, an estimated $12.9K.
  • NextEra Energy made up 0.08% of New World Advisors's portfolio in Q2 2026, its #46 holding.
  • New World Advisors first reported a position in NextEra Energy in Q1 2019 and has held it in 24 quarters since.
  • New World Advisors's NextEra Energy position peaked at $565K in Q2 2021.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on New World Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.