Papamarkou Wellner Asset Management’s NextEra Energy NEE Stock Holding History

Papamarkou Wellner Asset Management’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	$557K	Hold	5,996	–	–	0.35%	49
2026 Q1	$557K	Buy	5,996 +50	+0.8%	+$4.45K	0.34%	50
2025 Q4	$477K	Buy	+5,946	New	+$492K	0.29%	53

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

Papamarkou Wellner Asset Management's NEE Position: Q2 2026 in Review

Papamarkou Wellner Asset Management held its NextEra Energy (NEE) position steady in Q2 2026 at 5,996 shares worth $557K. The position accounts for 0.35% of the portfolio, ranked #49.

Papamarkou Wellner Asset Management first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. 3,046 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Papamarkou Wellner Asset Management held 5,996 shares of NextEra Energy worth $557K as of Q2 2026.
Papamarkou Wellner Asset Management left its NextEra Energy share count unchanged in Q2 2026.
NextEra Energy made up 0.35% of Papamarkou Wellner Asset Management's portfolio in Q2 2026, its #49 holding.
Papamarkou Wellner Asset Management first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
3,046 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Papamarkou Wellner Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.