Advisory Advocates’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
$644K Sell
7,336
-785
-10% -$71K 0.55% 53
2026
Q1
$754K Buy
8,121
+525
+7% +$46.7K 0.77% 40
2025
Q4
$610K Buy
+7,596
New +$629K 0.61% 61

Other funds holding NEE

Advisory Advocates's NEE Position: Q2 2026 in Review

Advisory Advocates reduced its NextEra Energy (NEE) stake by 9.7% in Q2 2026, selling an estimated $71K and leaving 7,336 shares worth $644K. The position accounts for 0.55% of the portfolio, ranked #53.

Advisory Advocates first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $754K in Q1 2026. 2,919 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Advisory Advocates held 7,336 shares of NextEra Energy worth $644K as of Q2 2026.
  • Advisory Advocates sold 785 NextEra Energy shares in Q2 2026, an estimated $71K.
  • NextEra Energy made up 0.55% of Advisory Advocates's portfolio in Q2 2026, its #53 holding.
  • Advisory Advocates first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • Advisory Advocates's NextEra Energy position peaked at $754K in Q1 2026.
  • 2,919 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.