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Wellington-Altus USA’s NextEra Energy NEE Stock Holding History

Wellington-Altus USA’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 		$170K Buy
1,828
+919
+101% +$83.1K 0.12% 137
2026
Q1 		$79.8K Sell
909
-1,636
-64% -$145K 0.05% 273
2025
Q4 		$204K Buy
+2,545
New +$211K 0.15% 117

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

Wellington-Altus USA's NEE Position: Q2 2026 in Review

Wellington-Altus USA increased its NextEra Energy (NEE) stake by 101% in Q2 2026, buying an estimated $83.1K and bringing the position to 1,828 shares worth $170K. The position accounts for 0.12% of the portfolio, ranked #137.

Wellington-Altus USA first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $204K in Q4 2025. 3,048 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Wellington-Altus USA held 1,828 shares of NextEra Energy worth $170K as of Q2 2026.
  • Wellington-Altus USA bought 919 NextEra Energy shares in Q2 2026, an estimated $83.1K.
  • NextEra Energy made up 0.12% of Wellington-Altus USA's portfolio in Q2 2026, its #137 holding.
  • Wellington-Altus USA first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's NextEra Energy position peaked at $204K in Q4 2025.
  • 3,048 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.