Portside Wealth Group’s NextEra Energy NEE Stock Holding History

Portside Wealth Group’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	$381K	Buy	4,341 +288	+7%	+$26.1K	0.04%	355
2026 Q1	$376K	Buy	4,053 +347	+9%	+$30.9K	0.05%	324
2025 Q4	$298K	Buy	3,706 +882	+31%	+$73.1K	0.04%	366
2025 Q3	$213K	Buy	+2,824	New	+$206K	0.03%	452
2023 Q3	–	Sell	-12,082	Closed	-$896K	–	378
2023 Q2	$896K	Buy	+12,082	New	+$915K	0.17%	136

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

Portside Wealth Group's NEE Position: Q2 2026 in Review

Portside Wealth Group increased its NextEra Energy (NEE) stake by 7.1% in Q2 2026, buying an estimated $26.1K and bringing the position to 4,341 shares worth $381K. The position accounts for 0.04% of the portfolio, ranked #355.

Portside Wealth Group first reported a position in NEE in Q2 2023 and has held it in 5 quarters since. The position peaked at $896K in Q2 2023. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Portside Wealth Group held 4,341 shares of NextEra Energy worth $381K as of Q2 2026.
Portside Wealth Group bought 288 NextEra Energy shares in Q2 2026, an estimated $26.1K.
NextEra Energy made up 0.04% of Portside Wealth Group's portfolio in Q2 2026, its #355 holding.
Portside Wealth Group first reported a position in NextEra Energy in Q2 2023 and has held it in 5 quarters since.
Portside Wealth Group's NextEra Energy position peaked at $896K in Q2 2023.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.