Osprey Private Wealth’s NextEra Energy NEE Stock Holding History

Osprey Private 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	$2.45M	Buy	27,925 +4,880	+21%	+$441K	0.63%	38
2026 Q1	$2.14M	Buy	23,045 +10,045	+77%	+$893K	0.62%	37
2025 Q4	$1.04M	Buy	+13,000	New	+$1.08M	0.3%	50

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osprey Private Wealth's NEE Position: Q2 2026 in Review

Osprey Private Wealth increased its NextEra Energy (NEE) stake by 21% in Q2 2026, buying an estimated $441K and bringing the position to 27,925 shares worth $2.45M. The position accounts for 0.63% of the portfolio, ranked #38.

Osprey Private Wealth first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Osprey Private Wealth held 27,925 shares of NextEra Energy worth $2.45M as of Q2 2026.
Osprey Private Wealth bought 4,880 NextEra Energy shares in Q2 2026, an estimated $441K.
NextEra Energy made up 0.63% of Osprey Private Wealth's portfolio in Q2 2026, its #38 holding.
Osprey Private Wealth first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Osprey Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.