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Perennial Investment Advisors’s NextEra Energy NEE Stock Holding History

Perennial Investment 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 		$616K Buy
7,017
+1,507
+27% +$136K 0.04% 296
2026
Q1 		$512K Buy
5,510
+816
+17% +$72.5K 0.04% 295
2025
Q4 		$377K Buy
4,694
+328
+8% +$27.2K 0.03% 324
2025
Q3 		$330K Buy
4,366
+575
+15% +$42K 0.03% 345
2025
Q2 		$263K Buy
3,791
+225
+6% +$15.6K 0.03% 380
2025
Q1 		$253K Buy
3,566
+272
+8% +$19.2K 0.03% 354
2024
Q4 		$236K Buy
3,294
+39
+1% +$3.03K 0.03% 353
2024
Q3 		$275K Buy
3,255
+49
+2% +$3.82K 0.04% 303
2024
Q2 		$227K Sell
3,206
-25
-0.8% -$1.77K 0.03% 327
2024
Q1 		$206K Buy
+3,231
New +$189K 0.03% 320
2023
Q3 		– Sell
-3,110
Closed -$231K – 366
2023
Q2 		$231K Buy
3,110
+211
+7% +$16K 0.04% 296
2023
Q1 		$224K Buy
2,899
+231
+9% +$17.8K 0.04% 292
2022
Q4 		$223K Buy
2,668
+97
+4% +$7.84K 0.09% 188
2022
Q3 		$202K Buy
+2,571
New +$218K 0.09% 182

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 $3.38T AUM 44.17% 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

Perennial Investment Advisors's NEE Position: Q2 2026 in Review

Perennial Investment Advisors increased its NextEra Energy (NEE) stake by 27% in Q2 2026, buying an estimated $136K and bringing the position to 7,017 shares worth $616K. The position accounts for 0.04% of the portfolio, ranked #296.

Perennial Investment Advisors first reported a position in NEE in Q3 2022 and has held it in 14 quarters since. 3,053 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Perennial Investment Advisors held 7,017 shares of NextEra Energy worth $616K as of Q2 2026.
  • Perennial Investment Advisors bought 1,507 NextEra Energy shares in Q2 2026, an estimated $136K.
  • NextEra Energy made up 0.04% of Perennial Investment Advisors's portfolio in Q2 2026, its #296 holding.
  • Perennial Investment Advisors first reported a position in NextEra Energy in Q3 2022 and has held it in 14 quarters since.
  • 3,053 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.