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World Investment Advisors’s NextEra Energy NEE Stock Holding History

World Investment 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 		$9.08M Sell
97,995
-3,053
-3% -$276K 0.15% 151
2026
Q1 		$9.39M Buy
101,048
+3,260
+3% +$290K 0.15% 155
2025
Q4 		$7.85M Buy
97,788
+1,841
+2% +$152K 0.13% 187
2025
Q3 		$7.24M Sell
95,947
-1,040
-1% -$76K 0.15% 160
2025
Q2 		$6.73M Buy
96,987
+3,299
+4% +$229K 0.15% 161
2025
Q1 		$6.64M Buy
93,688
+3,710
+4% +$262K 0.17% 144
2024
Q4 		$6.45M Buy
89,978
+10,195
+13% +$792K 0.18% 134
2024
Q3 		$6.74M Buy
79,783
+63,910
+403% +$4.99M 0.21% 115
2024
Q2 		$1.12M Buy
15,873
+8,159
+106% +$579K 0.07% 255
2024
Q1 		$602K Sell
7,714
-3,954
-34% -$232K 0.09% 194
2023
Q4 		$709K Buy
11,668
+7,614
+188% +$434K 0.09% 179
2023
Q3 		$232K Buy
+4,054
New +$281K 0.05% 232
2022
Q3 		– Sell
-2,837
Closed -$245K – 261
2022
Q2 		$245K Buy
2,837
+209
+8% +$15.9K 0.05% 220
2022
Q1 		$223K Sell
2,628
-56
-2% -$4.49K 0.05% 239
2021
Q4 		$203K Buy
+2,684
New +$232K 0.04% 255

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

World Investment Advisors's NEE Position: Q2 2026 in Review

World Investment Advisors reduced its NextEra Energy (NEE) stake by 3% in Q2 2026, selling an estimated $276K and leaving 97,995 shares worth $9.08M. The position accounts for 0.15% of the portfolio, ranked #151.

World Investment Advisors first reported a position in NEE in Q4 2021 and has held it in 15 quarters since. The position peaked at $9.39M in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • World Investment Advisors held 97,995 shares of NextEra Energy worth $9.08M as of Q2 2026.
  • World Investment Advisors sold 3,053 NextEra Energy shares in Q2 2026, an estimated $276K.
  • NextEra Energy made up 0.15% of World Investment Advisors's portfolio in Q2 2026, its #151 holding.
  • World Investment Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 15 quarters since.
  • World Investment Advisors's NextEra Energy position peaked at $9.39M in Q1 2026.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.