Olistico Wealth’s NextEra Energy NEE Stock Holding History

Olistico 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	$215K	Buy	2,452 +106	+5%	+$9.59K	0.09%	97
2026 Q1	$218K	Hold	2,346	–	–	0.11%	95
2025 Q4	$188K	Buy	+2,346	New	+$194K	0.09%	97
2025 Q3	–	Sell	-2,334	Closed	-$162K	–	251
2025 Q2	$162K	Buy	2,334 +2,025	+655%	+$141K	0.09%	103
2025 Q1	$21.9K	Hold	309	–	–	0.01%	206
2024 Q4	$22.2K	Sell	309 -142	-31%	-$11K	0.01%	207
2024 Q3	$38.1K	Sell	451 -1,265	-74%	-$98.7K	0.02%	176
2024 Q2	$122K	Buy	+1,716	New	+$122K	0.08%	118
2023 Q3	–	Sell	-2,895	Closed	-$215K	–	108
2023 Q2	$215K	Buy	+2,895	New	+$219K	0.18%	103
2023 Q1	–	Sell	-8,050	Closed	-$673K	–	103
2022 Q4	$673K	Buy	+8,050	New	+$650K	0.73%	38

Other funds holding NEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Olistico Wealth's NEE Position: Q2 2026 in Review

Olistico Wealth increased its NextEra Energy (NEE) stake by 4.5% in Q2 2026, buying an estimated $9.59K and bringing the position to 2,452 shares worth $215K. The position accounts for 0.09% of the portfolio, ranked #97.

Olistico Wealth first reported a position in NEE in Q4 2022 and has held it in 10 quarters since. The position peaked at $673K in Q4 2022. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Olistico Wealth held 2,452 shares of NextEra Energy worth $215K as of Q2 2026.
Olistico Wealth bought 106 NextEra Energy shares in Q2 2026, an estimated $9.59K.
NextEra Energy made up 0.09% of Olistico Wealth's portfolio in Q2 2026, its #97 holding.
Olistico Wealth first reported a position in NextEra Energy in Q4 2022 and has held it in 10 quarters since.
Olistico Wealth's NextEra Energy position peaked at $673K in Q4 2022.
560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.