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Sovran Advisors’s NextEra Energy NEE Stock Holding History

Sovran 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 		$1.06M Buy
11,822
+975
+9% +$88.2K 0.08% 254
2026
Q1 		$1.06M Buy
10,847
+985
+10% +$87.6K 0.08% 235
2025
Q4 		$811K Buy
9,862
+922
+10% +$76.4K 0.07% 265
2025
Q3 		$730K Buy
8,940
+4,616
+107% +$337K 0.06% 267
2025
Q2 		$313K Buy
4,324
+840
+24% +$58.3K 0.03% 392
2025
Q1 		$231K Buy
+3,484
New +$246K 0.03% 428

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

Sovran Advisors's NEE Position: Q2 2026 in Review

Sovran Advisors increased its NextEra Energy (NEE) stake by 9% in Q2 2026, buying an estimated $88.2K and bringing the position to 11,822 shares worth $1.06M. The position accounts for 0.08% of the portfolio, ranked #254.

Sovran Advisors first reported a position in NEE in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.06M in Q1 2026. 3,035 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Sovran Advisors held 11,822 shares of NextEra Energy worth $1.06M as of Q2 2026.
  • Sovran Advisors bought 975 NextEra Energy shares in Q2 2026, an estimated $88.2K.
  • NextEra Energy made up 0.08% of Sovran Advisors's portfolio in Q2 2026, its #254 holding.
  • Sovran Advisors first reported a position in NextEra Energy in Q1 2025 and has held it in 6 quarters since.
  • Sovran Advisors's NextEra Energy position peaked at $1.06M in Q1 2026.
  • 3,035 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.