Ameritas Advisory Services’s NextEra Energy NEE Stock Holding History

Ameritas Advisory Services’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	$4.2M	Buy	47,891 +12,106	+34%	+$1.1M	0.08%	224
2026 Q1	$3.32M	Sell	35,785 -2,961	-8%	-$263K	0.13%	149
2025 Q4	$3.11M	Buy	38,746 +15,829	+69%	+$1.31M	0.12%	163
2025 Q3	$1.73M	Buy	22,917 +4,813	+27%	+$352K	0.11%	161
2025 Q2	$1.26M	Sell	18,104 -11,566	-39%	-$803K	0.07%	294
2025 Q1	$2.12M	Sell	29,670 -12,723	-30%	-$898K	0.09%	217
2024 Q4	$3.04M	Buy	42,393 +12,216	+40%	+$949K	0.1%	182
2024 Q3	$2.55M	Sell	30,177 -26,871	-47%	-$2.1M	0.11%	184
2024 Q2	$4.04M	Buy	57,048 +1,251	+2%	+$88.8K	0.15%	138
2024 Q1	$3.75M	Buy	55,797 +36,489	+189%	+$2.14M	0.15%	134
2023 Q4	$1.14M	Sell	19,308 -21,493	-53%	-$1.22M	0.06%	256
2023 Q3	$2.26M	Buy	40,801 +22,722	+126%	+$1.57M	0.11%	186
2023 Q2	$1.3M	Sell	18,079 -22,155	-55%	-$1.68M	0.17%	140
2023 Q1	$3.14M	Sell	40,234 -11,277	-22%	-$867K	0.16%	126
2022 Q4	$4.31M	Buy	51,511 +8,732	+20%	+$705K	0.2%	110
2022 Q3	$3.35M	Buy	42,779 +612	+1%	+$51.9K	0.2%	110
2022 Q2	$3.27M	Buy	42,167 +1,178	+3%	+$89.7K	0.19%	118
2022 Q1	$3.47M	Buy	40,989 +1,017	+3%	+$81.5K	0.13%	130
2021 Q4	$3.73M	Buy	+39,972	New	+$3.45M	0.14%	127

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameritas Advisory Services's NEE Position: Q2 2026 in Review

Ameritas Advisory Services increased its NextEra Energy (NEE) stake by 34% in Q2 2026, buying an estimated $1.1M and bringing the position to 47,891 shares worth $4.2M. The position accounts for 0.08% of the portfolio, ranked #224.

Ameritas Advisory Services first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.31M in Q4 2022. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Ameritas Advisory Services held 47,891 shares of NextEra Energy worth $4.2M as of Q2 2026.
Ameritas Advisory Services bought 12,106 NextEra Energy shares in Q2 2026, an estimated $1.1M.
NextEra Energy made up 0.08% of Ameritas Advisory Services's portfolio in Q2 2026, its #224 holding.
Ameritas Advisory Services first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's NextEra Energy position peaked at $4.31M in Q4 2022.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.