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Arkadios Wealth Advisors’s NextEra Energy NEE Stock Holding History

Arkadios 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
2026
Q1 		$16.4M Buy
176,167
+5,889
+3% +$524K 0.27% 81
2025
Q4 		$13.7M Buy
170,278
+47,407
+39% +$3.93M 0.27% 75
2025
Q3 		$9.28M Buy
122,871
+17,772
+17% +$1.3M 0.22% 95
2025
Q2 		$7.3M Buy
105,099
+18,627
+22% +$1.29M 0.22% 105
2025
Q1 		$6.13M Buy
86,472
+66,860
+341% +$4.72M 0.23% 96
2024
Q4 		$1.41M Sell
19,612
-3,222
-14% -$250K 0.08% 256
2024
Q3 		$1.93M Buy
22,834
+5,196
+29% +$405K 0.11% 192
2024
Q2 		$1.25M Buy
17,638
+2,910
+20% +$206K 0.08% 233
2024
Q1 		$941K Sell
14,728
-483
-3% -$28.3K 0.07% 251
2023
Q4 		$924K Sell
15,211
-2,139
-12% -$122K 0.08% 240
2023
Q3 		$994K Buy
17,350
+780
+5% +$54K 0.09% 208
2023
Q2 		$1.23M Sell
16,570
-390
-2% -$29.5K 0.14% 157
2023
Q1 		$1.31M Sell
16,960
-264
-2% -$20.3K 0.16% 155
2022
Q4 		$1.44M Sell
17,224
-77
-0.4% -$6.22K 0.19% 131
2022
Q3 		$1.36M Buy
17,301
+2,618
+18% +$222K 0.21% 130
2022
Q2 		$1.14M Sell
14,683
-1,006
-6% -$76.6K 0.17% 157
2022
Q1 		$1.33M Buy
15,689
+3,195
+26% +$256K 0.17% 145
2021
Q4 		$1.17M Buy
12,494
+742
+6% +$64.1K 0.15% 158
2021
Q3 		$922K Sell
11,752
-1,465
-11% -$118K 0.13% 174
2021
Q2 		$968K Buy
13,217
+27
+0.2% +$2.03K 0.12% 205
2021
Q1 		$997K Buy
13,190
+3,616
+38% +$282K 0.16% 152
2020
Q4 		$738K Buy
9,574
+1,154
+14% +$86.3K 0.15% 144
2020
Q3 		$644K Buy
8,420
+128
+2% +$8.84K 0.32% 66
2020
Q2 		$544K Buy
8,292
+260
+3% +$15.6K 0.3% 71
2020
Q1 		$483K Buy
8,032
+4
+0% +$251 0.31% 77
2019
Q4 		$553K Buy
+8,028
New +$469K 0.33% 73

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arkadios Wealth Advisors's NEE Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its NextEra Energy (NEE) stake by 3.5% in Q1 2026, buying an estimated $524K and bringing the position to 176,167 shares worth $16.4M. The position accounts for 0.27% of the portfolio, ranked #81.

Arkadios Wealth Advisors first reported a position in NEE in Q4 2019 and has held it in 26 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Arkadios Wealth Advisors held 176,167 shares of NextEra Energy worth $16.4M as of Q1 2026.
  • Arkadios Wealth Advisors bought 5,889 NextEra Energy shares in Q1 2026, an estimated $524K.
  • NextEra Energy made up 0.27% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #81 holding.
  • Arkadios Wealth Advisors first reported a position in NextEra Energy in Q4 2019 and has held it in 26 quarters since.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.