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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
Q2 		$16.6M Buy
189,577
+13,410
+8% +$1.21M 0.25% 83
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arkadios Wealth Advisors's NEE Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its NextEra Energy (NEE) stake by 7.6% in Q2 2026, buying an estimated $1.21M and bringing the position to 189,577 shares worth $16.6M. The position accounts for 0.25% of the portfolio, ranked #83.

Arkadios Wealth Advisors first reported a position in NEE in Q4 2019 and has held it in 27 quarters since. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Arkadios Wealth Advisors held 189,577 shares of NextEra Energy worth $16.6M as of Q2 2026.
  • Arkadios Wealth Advisors bought 13,410 NextEra Energy shares in Q2 2026, an estimated $1.21M.
  • NextEra Energy made up 0.25% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #83 holding.
  • Arkadios Wealth Advisors first reported a position in NextEra Energy in Q4 2019 and has held it in 27 quarters since.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.