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Omnia Family Wealth’s NextEra Energy NEE Stock Holding History

Omnia Family 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 		$273K Hold
3,112
– – 0.07% 77
2026
Q1 		$289K Sell
3,112
-1,100
-26% -$97.8K 0.09% 64
2025
Q4 		$338K Hold
4,212
– – 0.1% 68
2025
Q3 		$318K Buy
4,212
+298
+8% +$21.8K 0.1% 70
2025
Q2 		$272K Buy
3,914
+280
+8% +$19.4K 0.1% 73
2025
Q1 		$258K Buy
3,634
+818
+29% +$57.7K 0.11% 70
2024
Q4 		$202K Sell
2,816
-93
-3% -$7.22K 0.08% 77
2024
Q3 		$246K Buy
+2,909
New +$227K 0.11% 70
2022
Q2 		– Sell
-2,388
Closed -$202K – 69
2022
Q1 		$202K Hold
2,388
– – 0.13% 69
2021
Q4 		$223K Buy
+2,388
New +$206K 0.14% 66
2021
Q1 		– Sell
-12,727
Closed -$982K – 71
2020
Q4 		$982K Sell
12,727
-973
-7% -$72.8K 0.9% 18
2020
Q3 		$951K Hold
13,700
– – 0.91% 18
2020
Q2 		$823K Sell
13,700
-2,488
-15% -$149K 0.81% 20
2020
Q1 		$974K Sell
16,188
-40
-0.2% -$2.51K 1.01% 17
2019
Q4 		$982K Hold
16,228
– – 0.45% 27
2019
Q3 		$945K Sell
16,228
-10,148
-38% -$549K 0.69% 22
2019
Q2 		$1.35M Sell
26,376
-420
-2% -$20.7K 0.68% 21
2019
Q1 		$1.29M Sell
26,796
-1,304
-5% -$59.6K 0.64% 21
2018
Q4 		$1.22M Sell
28,100
-672
-2% -$29.4K 0.66% 23
2018
Q3 		$1.21M Buy
28,772
+332
+1% +$14.1K 0.55% 22
2018
Q2 		$1.19M Buy
28,440
+4,396
+18% +$178K 0.56% 21
2018
Q1 		$982K Sell
24,044
-680
-3% -$26.2K 0.45% 24
2017
Q4 		$965K Buy
24,724
+680
+3% +$26.3K 0.44% 24
2017
Q3 		$881K Sell
24,044
-124
-0.5% -$4.54K 0.43% 24
2017
Q2 		$847K Buy
24,168
+744
+3% +$25.4K 0.41% 24
2017
Q1 		$752K Hold
23,424
– – 0.36% 27
2016
Q4 		$700K Buy
+23,424
New +$700K 0.35% 31

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

Omnia Family Wealth's NEE Position: Q2 2026 in Review

Omnia Family Wealth held its NextEra Energy (NEE) position steady in Q2 2026 at 3,112 shares worth $273K. The position accounts for 0.07% of the portfolio, ranked #77.

Omnia Family Wealth first reported a position in NEE in Q4 2016 and has held it in 27 quarters since. The position peaked at $1.35M in Q2 2019. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Omnia Family Wealth held 3,112 shares of NextEra Energy worth $273K as of Q2 2026.
  • Omnia Family Wealth left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.07% of Omnia Family Wealth's portfolio in Q2 2026, its #77 holding.
  • Omnia Family Wealth first reported a position in NextEra Energy in Q4 2016 and has held it in 27 quarters since.
  • Omnia Family Wealth's NextEra Energy position peaked at $1.35M in Q2 2019.
  • 3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Omnia Family Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.