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Purpose Unlimited Inc’s NextEra Energy NEE Stock Holding History

Purpose Unlimited Inc’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 		$292K Hold
3,325
– – 0.01% 219
2026
Q1 		$309K Buy
3,325
+175
+6% +$15.6K 0.01% 201
2025
Q4 		$253K Buy
+3,150
New +$261K 0.01% 169

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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

Purpose Unlimited Inc's NEE Position: Q2 2026 in Review

Purpose Unlimited Inc held its NextEra Energy (NEE) position steady in Q2 2026 at 3,325 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #219.

Purpose Unlimited Inc first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $309K in Q1 2026. 3,050 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Purpose Unlimited Inc held 3,325 shares of NextEra Energy worth $292K as of Q2 2026.
  • Purpose Unlimited Inc left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.01% of Purpose Unlimited Inc's portfolio in Q2 2026, its #219 holding.
  • Purpose Unlimited Inc first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • Purpose Unlimited Inc's NextEra Energy position peaked at $309K in Q1 2026.
  • 3,050 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.