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Optivise Advisory Services’s NextEra Energy NEE Stock Holding History

Optivise Advisory Services’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 		– Sell
-2,252
Closed -$209K – 238
2026
Q1 		$209K Buy
+2,252
New +$200K 0.13% 177

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Optivise Advisory Services's NEE Position: Q2 2026 in Review

Optivise Advisory Services sold out of NextEra Energy (NEE) in Q2 2026, closing a stake of 2,252 shares — an estimated $209K sold.

Optivise Advisory Services first reported a position in NEE in Q1 2026 and held it in 1 quarter. The position peaked at $209K in Q1 2026. 1,194 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Optivise Advisory Services reported no remaining NextEra Energy position as of Q2 2026 after selling out during the quarter.
  • Optivise Advisory Services sold 2,252 NextEra Energy shares in Q2 2026, an estimated $209K.
  • Optivise Advisory Services first reported a position in NextEra Energy in Q1 2026 and held it in 1 quarter.
  • Optivise Advisory Services's NextEra Energy position peaked at $209K in Q1 2026.
  • 1,194 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.