180 Wealth Advisors’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $267K | Buy |
3,046
+252
| +9% | +$22.8K | 0.03% | 410 |
|
|
2026
Q1 | $260K | Buy |
2,794
+56
| +2% | +$4.98K | 0.03% | 387 |
|
|
2025
Q4 | $220K | Buy |
2,738
+48
| +2% | +$3.98K | 0.03% | 427 |
|
|
2025
Q3 | $203K | Buy |
+2,690
| New | +$197K | 0.02% | 431 |
|
|
2024
Q4 | – | Sell |
-2,416
| Closed | -$204K | – | 455 |
|
|
2024
Q3 | $204K | Buy |
+2,416
| New | +$189K | 0.03% | 410 |
|
|
2024
Q1 | – | Sell |
-4,182
| Closed | -$258K | – | 417 |
|
|
2023
Q4 | $258K | Buy |
4,182
+67
| +2% | +$3.82K | 0.05% | 308 |
|
|
2023
Q3 | $236K | Buy |
4,115
+39
| +1% | +$2.7K | 0.05% | 300 |
|
|
2023
Q2 | $303K | Buy |
4,076
+18
| +0.4% | +$1.36K | 0.07% | 258 |
|
|
2023
Q1 | $313K | Buy |
4,058
+77
| +2% | +$5.92K | 0.07% | 252 |
|
|
2022
Q4 | $304K | Sell |
3,981
-42
| -1% | -$3.39K | 0.07% | 262 |
|
|
2022
Q3 | $315K | Sell |
4,023
-12
| -0.3% | -$1.02K | 0.09% | 234 |
|
|
2022
Q2 | $325K | Sell |
4,035
-48
| -1% | -$3.65K | 0.08% | 236 |
|
|
2022
Q1 | $334K | Sell |
4,083
-127
| -3% | -$10.2K | 0.07% | 257 |
|
|
2021
Q4 | $348K | Sell |
4,210
-115
| -3% | -$9.94K | 0.08% | 243 |
|
|
2021
Q3 | $353K | Buy |
4,325
+62
| +1% | +$5K | 0.08% | 251 |
|
|
2021
Q2 | $343K | Sell |
4,263
-37
| -0.9% | -$2.78K | 0.08% | 243 |
|
|
2021
Q1 | $320K | Buy |
4,300
+167
| +4% | +$13K | 0.08% | 237 |
|
|
2020
Q4 | $342K | Sell |
4,133
-419
| -9% | -$31.3K | 0.1% | 200 |
|
|
2020
Q3 | $343K | Sell |
4,552
-92
| -2% | -$6.35K | 0.13% | 164 |
|
|
2020
Q2 | $320K | Sell |
4,644
-1,084
| -19% | -$64.9K | 0.13% | 167 |
|
|
2020
Q1 | $324K | Sell |
5,728
-860
| -13% | -$54.1K | 0.17% | 146 |
|
|
2019
Q4 | $414K | Sell |
6,588
-11,252
| -63% | -$657K | 0.17% | 150 |
|
|
2019
Q3 | $1.02M | Buy |
17,840
+2,676
| +18% | +$145K | 0.45% | 60 |
|
|
2019
Q2 | $797K | Sell |
15,164
-2,312
| -13% | -$114K | 0.36% | 77 |
|
|
2019
Q1 | $829K | Sell |
17,476
-2,504
| -13% | -$114K | 0.38% | 72 |
|
|
2018
Q4 | $837K | Hold |
19,980
| – | – | 0.39% | 76 |
|
|
2018
Q3 | $837K | Sell |
19,980
-4,056
| -17% | -$173K | 0.39% | 76 |
|
|
2018
Q2 | $1M | Buy |
24,036
+17,800
| +285% | +$719K | 0.5% | 60 |
|
|
2018
Q1 | $255K | Sell |
6,236
-392
| -6% | -$15.1K | 0.13% | 193 |
|
|
2017
Q4 | $259K | Buy |
+6,628
| New | +$256K | 0.13% | 187 |
|
Other funds holding NEE
180 Wealth Advisors's NEE Position: Q2 2026 in Review
180 Wealth Advisors increased its NextEra Energy (NEE) stake by 9% in Q2 2026, buying an estimated $22.8K and bringing the position to 3,046 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #410.
180 Wealth Advisors first reported a position in NEE in Q4 2017 and has held it in 30 quarters since. The position peaked at $1.02M in Q3 2019. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- 180 Wealth Advisors held 3,046 shares of NextEra Energy worth $267K as of Q2 2026.
- 180 Wealth Advisors bought 252 NextEra Energy shares in Q2 2026, an estimated $22.8K.
- NextEra Energy made up 0.03% of 180 Wealth Advisors's portfolio in Q2 2026, its #410 holding.
- 180 Wealth Advisors first reported a position in NextEra Energy in Q4 2017 and has held it in 30 quarters since.
- 180 Wealth Advisors's NextEra Energy position peaked at $1.02M in Q3 2019.
- 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.