PW
NEE icon

PUREfi Wealth’s NextEra Energy NEE Stock Holding History

PUREfi 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 		$1.01M Sell
11,525
-1,069
-8% -$96.7K 0.56% 45
2026
Q1 		$1.17M Buy
12,594
+107
+0.9% +$9.51K 0.77% 30
2025
Q4 		$1M Sell
12,487
-1,088
-8% -$90.1K 0.77% 29
2025
Q3 		$1.02M Buy
13,575
+744
+6% +$54.4K 0.79% 31
2025
Q2 		$891K Buy
12,831
+2,698
+27% +$187K 0.71% 33
2025
Q1 		$718K Buy
10,133
+4,215
+71% +$298K 0.72% 33
2024
Q4 		$424K Buy
+5,918
New +$460K 0.42% 65

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 $3.37T AUM 44.26% 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

PUREfi Wealth's NEE Position: Q2 2026 in Review

PUREfi Wealth reduced its NextEra Energy (NEE) stake by 8.5% in Q2 2026, selling an estimated $96.7K and leaving 11,525 shares worth $1.01M. The position accounts for 0.56% of the portfolio, ranked #45.

PUREfi Wealth first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.17M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • PUREfi Wealth held 11,525 shares of NextEra Energy worth $1.01M as of Q2 2026.
  • PUREfi Wealth sold 1,069 NextEra Energy shares in Q2 2026, an estimated $96.7K.
  • NextEra Energy made up 0.56% of PUREfi Wealth's portfolio in Q2 2026, its #45 holding.
  • PUREfi Wealth first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
  • PUREfi Wealth's NextEra Energy position peaked at $1.17M in Q1 2026.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on PUREfi Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.