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Nvest Financial’s NextEra Energy NEE Stock Holding History

Nvest Financial’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 		$4.77M Buy
54,325
+1,370
+3% +$124K 1.51% 21
2026
Q1 		$4.92M Buy
52,955
+4,022
+8% +$358K 1.83% 18
2025
Q4 		$3.93M Buy
48,933
+14,259
+41% +$1.18M 1.63% 19
2025
Q3 		$2.62M Sell
34,674
-10,074
-23% -$736K 1.5% 20
2025
Q2 		$3.11M Buy
44,748
+2,668
+6% +$185K 1.62% 20
2025
Q1 		$2.98M Buy
42,080
+10,180
+32% +$719K 1.6% 20
2024
Q4 		$2.29M Buy
31,900
+1,018
+3% +$79.1K 1.16% 27
2024
Q3 		$2.61M Buy
30,882
+373
+1% +$29.1K 1.49% 19
2024
Q2 		$2.16M Buy
30,509
+4,329
+17% +$307K 1.33% 25
2024
Q1 		$1.67M Buy
26,180
+4,352
+20% +$255K 1.11% 30
2023
Q4 		$1.33M Buy
21,828
+6,810
+45% +$388K 1.04% 31
2023
Q3 		$860K Buy
15,018
+1,937
+15% +$134K 0.8% 31
2023
Q2 		$971K Buy
13,081
+1,235
+10% +$93.5K 0.85% 32
2023
Q1 		$913K Buy
11,846
+132
+1% +$10.2K 0.95% 30
2022
Q4 		$979K Buy
11,714
+40
+0.3% +$3.23K 1.23% 28
2022
Q3 		$915K Sell
11,674
-198
-2% -$16.8K 1.29% 28
2022
Q2 		$920K Sell
11,872
-7,411
-38% -$564K 0.97% 36
2022
Q1 		$1.63M Buy
+19,283
New +$1.55M 1.34% 22

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

Nvest Financial's NEE Position: Q2 2026 in Review

Nvest Financial increased its NextEra Energy (NEE) stake by 2.6% in Q2 2026, buying an estimated $124K and bringing the position to 54,325 shares worth $4.77M. The position accounts for 1.51% of the portfolio, ranked #21.

Nvest Financial first reported a position in NEE in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.92M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Nvest Financial held 54,325 shares of NextEra Energy worth $4.77M as of Q2 2026.
  • Nvest Financial bought 1,370 NextEra Energy shares in Q2 2026, an estimated $124K.
  • NextEra Energy made up 1.51% of Nvest Financial's portfolio in Q2 2026, its #21 holding.
  • Nvest Financial first reported a position in NextEra Energy in Q1 2022 and has held it in 18 quarters since.
  • Nvest Financial's NextEra Energy position peaked at $4.92M in Q1 2026.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.