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WBI Investments’s NextEra Energy NEE Stock Holding History

WBI Investments’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 		$852K Sell
9,709
-2,588
-21% -$234K 0.21% 127
2026
Q1 		$1.14M Sell
12,297
-2,915
-19% -$259K 0.32% 89
2025
Q4 		$1.22M Buy
15,212
+1,793
+13% +$149K 0.32% 81
2025
Q3 		$1.01M Sell
13,419
-2,272
-14% -$166K 0.26% 108
2025
Q2 		$1.09M Buy
+15,691
New +$1.09M 0.28% 100
2019
Q4 		– Sell
-42,800
Closed -$2.49M – 232
2019
Q3 		$2.49M Sell
42,800
-54,360
-56% -$2.94M 0.24% 85
2019
Q2 		$4.98M Buy
+97,160
New +$4.78M 0.44% 48

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

WBI Investments's NEE Position: Q2 2026 in Review

WBI Investments reduced its NextEra Energy (NEE) stake by 21% in Q2 2026, selling an estimated $234K and leaving 9,709 shares worth $852K. The position accounts for 0.21% of the portfolio, ranked #127.

WBI Investments first reported a position in NEE in Q2 2019 and has held it in 7 quarters since. The position peaked at $4.98M in Q2 2019. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • WBI Investments held 9,709 shares of NextEra Energy worth $852K as of Q2 2026.
  • WBI Investments sold 2,588 NextEra Energy shares in Q2 2026, an estimated $234K.
  • NextEra Energy made up 0.21% of WBI Investments's portfolio in Q2 2026, its #127 holding.
  • WBI Investments first reported a position in NextEra Energy in Q2 2019 and has held it in 7 quarters since.
  • WBI Investments's NextEra Energy position peaked at $4.98M in Q2 2019.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.