Omni 360 Wealth’s NextEra Energy NEE Stock Holding History

Omni 360 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	$605K	Sell	6,890 -180	-3%	-$16.3K	0.28%	71
2026 Q1	$657K	Hold	7,070	–	–	0.34%	64
2025 Q4	$580K	Hold	7,070	–	–	0.3%	69
2025 Q3	$534K	Sell	7,070 -17	-0.2%	-$1.24K	0.3%	69
2025 Q2	$492K	Hold	7,087	–	–	0.31%	67
2025 Q1	$502K	Sell	7,087 -37	-0.5%	-$2.61K	0.34%	62
2024 Q4	$511K	Sell	7,124 -248	-3%	-$19.3K	0.34%	62
2024 Q3	$623K	Sell	7,372 -83	-1%	-$6.48K	0.43%	60
2024 Q2	$528K	Sell	7,455 -38	-0.5%	-$2.7K	0.4%	60
2024 Q1	$479K	Sell	7,493 -60	-0.8%	-$3.52K	0.4%	60
2023 Q4	$459K	Buy	+7,553	New	+$430K	0.43%	56

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Omni 360 Wealth's NEE Position: Q2 2026 in Review

Omni 360 Wealth reduced its NextEra Energy (NEE) stake by 2.5% in Q2 2026, selling an estimated $16.3K and leaving 6,890 shares worth $605K. The position accounts for 0.28% of the portfolio, ranked #71.

Omni 360 Wealth first reported a position in NEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $657K in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Omni 360 Wealth held 6,890 shares of NextEra Energy worth $605K as of Q2 2026.
Omni 360 Wealth sold 180 NextEra Energy shares in Q2 2026, an estimated $16.3K.
NextEra Energy made up 0.28% of Omni 360 Wealth's portfolio in Q2 2026, its #71 holding.
Omni 360 Wealth first reported a position in NextEra Energy in Q4 2023 and has held it in 11 quarters since.
Omni 360 Wealth's NextEra Energy position peaked at $657K in Q1 2026.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.