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WPG Advisers’s NextEra Energy NEE Stock Holding History

WPG Advisers’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 		$68.1K Buy
776
+87
+13% +$7.87K 0.04% 247
2026
Q1 		$64K Sell
689
-278
-29% -$24.7K 0.05% 229
2025
Q4 		$77.6K Buy
967
+345
+55% +$28.6K 0.06% 212
2025
Q3 		$47K Sell
622
-29
-4% -$2.12K 0.04% 304
2025
Q2 		$45.2K Buy
651
+33
+5% +$2.29K 0.04% 296
2025
Q1 		$43.8K Buy
618
+45
+8% +$3.18K 0.04% 295
2024
Q4 		$41.1K Buy
+573
New +$44.5K 0.04% 324

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

WPG Advisers's NEE Position: Q2 2026 in Review

WPG Advisers increased its NextEra Energy (NEE) stake by 13% in Q2 2026, buying an estimated $7.87K and bringing the position to 776 shares worth $68.1K. The position accounts for 0.04% of the portfolio, ranked #247.

WPG Advisers first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $77.6K in Q4 2025. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • WPG Advisers held 776 shares of NextEra Energy worth $68.1K as of Q2 2026.
  • WPG Advisers bought 87 NextEra Energy shares in Q2 2026, an estimated $7.87K.
  • NextEra Energy made up 0.04% of WPG Advisers's portfolio in Q2 2026, its #247 holding.
  • WPG Advisers first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's NextEra Energy position peaked at $77.6K in Q4 2025.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.