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Nvest Wealth Strategies’s NextEra Energy NEE Stock Holding History

Nvest Wealth Strategies’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 		$2.46K Buy
28
+18
+180% +$1.63K ﹤0.01% 183
2026
Q1 		$929 Buy
+10
New +$889 ﹤0.01% 230

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Nvest Wealth Strategies's NEE Position: Q2 2026 in Review

Nvest Wealth Strategies increased its NextEra Energy (NEE) stake by 180% in Q2 2026, buying an estimated $1.63K and bringing the position to 28 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #183.

Nvest Wealth Strategies first reported a position in NEE in Q1 2026 and has held it in 2 quarters since. 2,324 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Nvest Wealth Strategies held 28 shares of NextEra Energy worth $2.46K as of Q2 2026.
  • Nvest Wealth Strategies bought 18 NextEra Energy shares in Q2 2026, an estimated $1.63K.
  • NextEra Energy made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #183 holding.
  • Nvest Wealth Strategies first reported a position in NextEra Energy in Q1 2026 and has held it in 2 quarters since.
  • 2,324 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.