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Operose Advisors’s NextEra Energy NEE Stock Holding History

Operose Advisors’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 		$49.4K Sell
563
-352
-38% -$31.8K 0.01% 316
2026
Q1 		$85K Buy
915
+361
+65% +$32.1K 0.02% 236
2025
Q4 		$44.5K Sell
554
-16
-3% -$1.32K 0.01% 293
2025
Q3 		$43K Sell
570
-9
-2% -$658 0.01% 274
2025
Q2 		$40.2K Buy
579
+52
+10% +$3.61K 0.01% 245
2025
Q1 		$37.4K Hold
527
– – 0.01% 238
2024
Q4 		$37.8K Sell
527
-624
-54% -$48.5K 0.01% 231
2024
Q3 		$97.3K Buy
1,151
+127
+12% +$9.91K 0.03% 198
2024
Q2 		$72.5K Hold
1,024
– – 0.03% 202
2024
Q1 		$65.4K Buy
1,024
+400
+64% +$23.4K 0.02% 222
2023
Q4 		$37.9K Sell
624
-1,286
-67% -$73.3K 0.02% 249
2023
Q3 		$109K Buy
+1,910
New +$132K 0.04% 197
2023
Q1 		– Sell
-145
Closed -$12.1K – 372
2022
Q4 		$12.1K Hold
145
– – 0.01% 260
2022
Q3 		$11K Hold
145
– – 0.01% 253
2022
Q2 		$11K Hold
145
– – 0.01% 234
2022
Q1 		$12K Buy
+145
New +$11.6K 0.01% 253

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

Operose Advisors's NEE Position: Q2 2026 in Review

Operose Advisors reduced its NextEra Energy (NEE) stake by 38% in Q2 2026, selling an estimated $31.8K and leaving 563 shares worth $49.4K. The position accounts for 0.01% of the portfolio, ranked #316.

Operose Advisors first reported a position in NEE in Q1 2022 and has held it in 16 quarters since. The position peaked at $109K in Q3 2023. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Operose Advisors held 563 shares of NextEra Energy worth $49.4K as of Q2 2026.
  • Operose Advisors sold 352 NextEra Energy shares in Q2 2026, an estimated $31.8K.
  • NextEra Energy made up 0.01% of Operose Advisors's portfolio in Q2 2026, its #316 holding.
  • Operose Advisors first reported a position in NextEra Energy in Q1 2022 and has held it in 16 quarters since.
  • Operose Advisors's NextEra Energy position peaked at $109K in Q3 2023.
  • 3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.