Advocate Group’s NextEra Energy NEE Stock Holding History

Advocate Group’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 Q3	$4.13M	Buy	54,594 +1,112	+2%	+$94.1K	0.64%	61
2026 Q2	$4.69M	Sell	53,482 -276	-0.5%	-$25K	0.71%	57
2026 Q1	$4.99M	Sell	53,758 -461	-0.9%	-$41K	0.78%	55
2025 Q4	$4.35M	Sell	54,219 -2,138	-4%	-$177K	0.7%	61
2025 Q3	$4.25M	Sell	56,357 -275	-0.5%	-$20.1K	0.7%	58
2025 Q2	$3.93M	Buy	56,632 +1,044	+2%	+$72.5K	0.7%	55
2025 Q1	$3.94M	Sell	55,588 -414	-0.7%	-$29.2K	0.72%	57
2024 Q4	$4.01M	Sell	56,002 -1,058	-2%	-$82.2K	0.76%	54
2024 Q3	$4.82M	Buy	57,060 +682	+1%	+$53.2K	0.87%	48
2024 Q2	$3.99M	Buy	56,378 +3,753	+7%	+$266K	0.8%	56
2024 Q1	$3.36M	Buy	52,625 +19,485	+59%	+$1.14M	0.67%	59
2023 Q4	$2.01M	Buy	33,140 +15,009	+83%	+$855K	0.43%	71
2023 Q3	$1.04M	Buy	+18,131	New	+$1.26M	0.24%	78

Other funds holding NEE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Advocate Group's NEE Position: Q3 2026 in Review

Advocate Group increased its NextEra Energy (NEE) stake by 2.1% in Q3 2026, buying an estimated $94.1K and bringing the position to 54,594 shares worth $4.13M. The position accounts for 0.64% of the portfolio, ranked #61.

Advocate Group first reported a position in NEE in Q3 2023 and has held it in 13 quarters since. The position peaked at $4.99M in Q1 2026. 1,340 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Advocate Group held 54,594 shares of NextEra Energy worth $4.13M as of Q3 2026.
Advocate Group bought 1,112 NextEra Energy shares in Q3 2026, an estimated $94.1K.
NextEra Energy made up 0.64% of Advocate Group's portfolio in Q3 2026, its #61 holding.
Advocate Group first reported a position in NextEra Energy in Q3 2023 and has held it in 13 quarters since.
Advocate Group's NextEra Energy position peaked at $4.99M in Q1 2026.
1,340 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.