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Alta Wealth Advisors’s NextEra Energy NEE Stock Holding History

Alta Wealth Advisors’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
2025
Q3 		– Sell
-4,786
Closed -$332K – 168
2025
Q2 		$332K Sell
4,786
-6,892
-59% -$479K 0.16% 87
2025
Q1 		$828K Sell
11,678
-2,247
-16% -$159K 0.38% 57
2024
Q4 		$998K Sell
13,925
-32
-0.2% -$2.49K 0.44% 51
2024
Q3 		$1.18M Buy
13,957
+166
+1% +$13K 0.54% 45
2024
Q2 		$977K Buy
13,791
+2,419
+21% +$172K 0.49% 50
2024
Q1 		$727K Sell
11,372
-200
-2% -$11.7K 0.37% 63
2023
Q4 		$703K Sell
11,572
-393
-3% -$22.4K 0.39% 65
2023
Q3 		$685K Sell
11,965
-425
-3% -$29.4K 0.42% 70
2023
Q2 		$919K Sell
12,390
-62
-0.5% -$4.69K 0.54% 52
2023
Q1 		$960K Buy
12,452
+7,573
+155% +$582K 0.61% 48
2022
Q4 		$408K Sell
4,879
-196
-4% -$15.8K 0.28% 106
2022
Q3 		$398K Hold
5,075
– – 0.28% 105
2022
Q2 		$392K Sell
5,075
-70
-1% -$5.33K 0.27% 104
2022
Q1 		$436K Hold
5,145
– – 0.26% 109
2021
Q4 		$480K Buy
5,145
+1,017
+25% +$87.9K 0.3% 104
2021
Q3 		$324K Buy
4,128
+50
+1% +$4.03K 0.24% 122
2021
Q2 		$299K Buy
4,078
+400
+11% +$30K 0.22% 122
2021
Q1 		$278K Buy
3,678
+70
+2% +$5.46K 0.23% 119
2020
Q4 		$278K Buy
+3,608
New +$270K 0.23% 116

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Alta Wealth Advisors's NEE Position: Q3 2025 in Review

Alta Wealth Advisors sold out of NextEra Energy (NEE) in Q3 2025, closing a stake of 4,786 shares — an estimated $332K sold.

Alta Wealth Advisors first reported a position in NEE in Q4 2020 and held it in 19 quarters. The position peaked at $1.18M in Q3 2024. 2,754 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

  • Alta Wealth Advisors reported no remaining NextEra Energy position as of Q3 2025 after selling out during the quarter.
  • Alta Wealth Advisors sold 4,786 NextEra Energy shares in Q3 2025, an estimated $332K.
  • Alta Wealth Advisors first reported a position in NextEra Energy in Q4 2020 and held it in 19 quarters.
  • Alta Wealth Advisors's NextEra Energy position peaked at $1.18M in Q3 2024.
  • 2,754 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Alta Wealth Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.