Arete Wealth Advisors’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
Q1 | $2.58M | Buy |
27,728
+24,732
| +826% | +$2.2M | 0.19% | 137 |
|
|
2025
Q4 | $241K | Sell |
2,996
-1,339
| -31% | -$111K | 0.01% | 669 |
|
|
2025
Q3 | $329K | Buy |
4,335
+50
| +1% | +$3.65K | 0.02% | 561 |
|
|
2025
Q2 | $297K | Sell |
4,285
-859
| -17% | -$59.7K | 0.02% | 561 |
|
|
2025
Q1 | $365K | Buy |
5,144
+58
| +1% | +$4.09K | 0.03% | 477 |
|
|
2024
Q4 | $365K | Buy |
5,086
+2,575
| +103% | +$200K | 0.03% | 506 |
|
|
2024
Q3 | $212K | Sell |
2,511
-11,794
| -82% | -$920K | 0.02% | 635 |
|
|
2024
Q2 | $1.01M | Sell |
14,305
-4,670
| -25% | -$331K | 0.08% | 232 |
|
|
2024
Q1 | $1.21M | Sell |
18,975
-509
| -3% | -$29.8K | 0.11% | 188 |
|
|
2023
Q4 | $1.18M | Buy |
19,484
+422
| +2% | +$24.1K | 0.09% | 218 |
|
|
2023
Q3 | $1.09M | Sell |
19,062
-9,815
| -34% | -$679K | 0.19% | 119 |
|
|
2023
Q2 | $2.14M | Buy |
28,877
+11,059
| +62% | +$837K | 0.19% | 118 |
|
|
2023
Q1 | $1.37M | Buy |
17,818
+1,050
| +6% | +$80.7K | 0.11% | 169 |
|
|
2022
Q4 | $1.4B | Buy |
16,768
+4
| +0% | +$323 | 0.12% | 148 |
|
|
2022
Q3 | $1.31M | Buy |
16,764
+12,708
| +313% | +$1.08M | 0.13% | 142 |
|
|
2022
Q2 | $314K | Sell |
4,056
-1,654
| -29% | -$126K | 0.03% | 328 |
|
|
2022
Q1 | $484K | Sell |
5,710
-1,678
| -23% | -$134K | 0.04% | 286 |
|
|
2021
Q4 | $681K | Buy |
7,388
+2,712
| +58% | +$234K | 0.06% | 236 |
|
|
2021
Q3 | $367K | Sell |
4,676
-1,004
| -18% | -$81K | 0.04% | 298 |
|
|
2021
Q2 | $397K | Sell |
5,680
-108
| -2% | -$8.11K | 0.06% | 232 |
|
|
2021
Q1 | $437K | Sell |
5,788
-2,588
| -31% | -$202K | 0.06% | 259 |
|
|
2020
Q4 | $645K | Sell |
8,376
-12,952
| -61% | -$969K | 0.09% | 194 |
|
|
2020
Q3 | $1.5M | Sell |
21,328
-612
| -3% | -$42.3K | 0.23% | 104 |
|
|
2020
Q2 | $1.32M | Sell |
21,940
-3,132
| -12% | -$187K | 0.23% | 112 |
|
|
2020
Q1 | $1.51M | Sell |
25,072
-816
| -3% | -$51.3K | 0.3% | 81 |
|
|
2019
Q4 | $1.57M | Sell |
25,888
-228
| -0.9% | -$13.3K | 0.27% | 90 |
|
|
2019
Q3 | $1.52M | Buy |
26,116
+312
| +1% | +$16.9K | 0.29% | 87 |
|
|
2019
Q2 | $1.32M | Sell |
25,804
-736
| -3% | -$36.2K | 0.26% | 91 |
|
|
2019
Q1 | $1.28M | Buy |
26,540
+4,884
| +23% | +$223K | 0.27% | 91 |
|
|
2018
Q4 | $941K | Buy |
21,656
+12,076
| +126% | +$528K | 0.23% | 109 |
|
|
2018
Q3 | $401K | Buy |
9,580
+2,440
| +34% | +$104K | 0.09% | 219 |
|
|
2018
Q2 | $298K | Buy |
+7,140
| New | +$288K | 0.07% | 274 |
|
Other funds holding NEE
VCM
VPM
Arete Wealth Advisors's NEE Position: Q1 2026 in Review
Arete Wealth Advisors increased its NextEra Energy (NEE) stake by 826% in Q1 2026, buying an estimated $2.2M and bringing the position to 27,728 shares worth $2.58M. The position accounts for 0.19% of the portfolio, ranked #137.
Arete Wealth Advisors first reported a position in NEE in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.4B in Q4 2022. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Arete Wealth Advisors held 27,728 shares of NextEra Energy worth $2.58M as of Q1 2026.
- Arete Wealth Advisors bought 24,732 NextEra Energy shares in Q1 2026, an estimated $2.2M.
- NextEra Energy made up 0.19% of Arete Wealth Advisors's portfolio in Q1 2026, its #137 holding.
- Arete Wealth Advisors first reported a position in NextEra Energy in Q2 2018 and has held it in 32 quarters since.
- Arete Wealth Advisors's NextEra Energy position peaked at $1.4B in Q4 2022.
- 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.