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 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Advocate Group's NEE Position: Q2 2026 in Review

Advocate Group reduced its NextEra Energy (NEE) stake by 0.51% in Q2 2026, selling an estimated $25K and leaving 53,482 shares worth $4.69M. The position accounts for 0.71% of the portfolio, ranked #57.

Advocate Group first reported a position in NEE in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.99M in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Advocate Group held 53,482 shares of NextEra Energy worth $4.69M as of Q2 2026.
Advocate Group sold 276 NextEra Energy shares in Q2 2026, an estimated $25K.
NextEra Energy made up 0.71% of Advocate Group's portfolio in Q2 2026, its #57 holding.
Advocate Group first reported a position in NextEra Energy in Q3 2023 and has held it in 12 quarters since.
Advocate Group's NextEra Energy position peaked at $4.99M in Q1 2026.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.