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Onyx Bridge Wealth Group’s NextEra Energy NEE Stock Holding History

Onyx Bridge Wealth Group’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 		$465K Buy
5,296
+48
+0.9% +$4.34K 0.04% 248
2026
Q1 		$487K Buy
5,248
+240
+5% +$21.3K 0.05% 222
2025
Q4 		$402K Buy
5,008
+992
+25% +$82.2K 0.04% 245
2025
Q3 		$303K Buy
4,016
+476
+13% +$34.8K 0.03% 281
2025
Q2 		$246K Hold
3,540
– – 0.03% 256
2025
Q1 		$251K Sell
3,540
-1,308
-27% -$92.3K 0.04% 236
2024
Q4 		$348K Sell
4,848
-99
-2% -$7.69K 0.05% 196
2024
Q3 		$418K Sell
4,947
-221
-4% -$17.2K 0.06% 178
2024
Q2 		$366K Sell
5,168
-58
-1% -$4.12K 0.06% 183
2024
Q1 		$345K Buy
5,226
+115
+2% +$6.74K 0.06% 183
2023
Q4 		$310K Sell
5,111
-293
-5% -$16.7K 0.06% 189
2023
Q3 		$310K Buy
5,404
+127
+2% +$8.79K 0.07% 173
2023
Q2 		$392K Buy
5,277
+806
+18% +$61K 0.09% 150
2023
Q1 		$345K Buy
4,471
+1,129
+34% +$86.8K 0.14% 115
2022
Q4 		$280K Sell
3,342
-199
-6% -$16.1K 0.11% 128
2022
Q3 		$258K Buy
+3,541
New +$300K 0.12% 122

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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Onyx Bridge Wealth Group's NEE Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its NextEra Energy (NEE) stake by 0.91% in Q2 2026, buying an estimated $4.34K and bringing the position to 5,296 shares worth $465K. The position accounts for 0.04% of the portfolio, ranked #248.

Onyx Bridge Wealth Group first reported a position in NEE in Q3 2022 and has held it in 16 quarters since. The position peaked at $487K in Q1 2026. 1,083 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Onyx Bridge Wealth Group held 5,296 shares of NextEra Energy worth $465K as of Q2 2026.
  • Onyx Bridge Wealth Group bought 48 NextEra Energy shares in Q2 2026, an estimated $4.34K.
  • NextEra Energy made up 0.04% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #248 holding.
  • Onyx Bridge Wealth Group first reported a position in NextEra Energy in Q3 2022 and has held it in 16 quarters since.
  • Onyx Bridge Wealth Group's NextEra Energy position peaked at $487K in Q1 2026.
  • 1,083 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.