ARS Wealth Advisors Group
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ARS Wealth Advisors Group’s NextEra Energy NEE Stock Holding History

ARS Wealth Advisors Group’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
Q3 		$793K Sell
10,470
-808
-7% -$68.3K 0.06% 104
2026
Q2 		$990K Buy
11,278
+349
+3% +$31.6K 0.08% 96
2026
Q1 		$1.02M Sell
10,929
-1,012
-8% -$90K 0.09% 85
2025
Q4 		$959K Buy
11,941
+956
+9% +$79.2K 0.09% 81
2025
Q3 		$829K Sell
10,985
-103
-0.9% -$7.53K 0.08% 86
2025
Q2 		$770K Buy
11,088
+1,424
+15% +$98.9K 0.09% 85
2025
Q1 		$685K Sell
9,664
-604
-6% -$42.6K 0.1% 78
2024
Q4 		$736K Buy
10,268
+40
+0.4% +$3.11K 0.1% 76
2024
Q3 		$865K Buy
10,228
+2,485
+32% +$194K 0.11% 76
2024
Q2 		$548K Sell
7,743
-330
-4% -$23.4K 0.07% 92
2024
Q1 		$516K Sell
8,073
-2,454
-23% -$144K 0.07% 96
2023
Q4 		$639K Buy
10,527
+59
+0.6% +$3.36K 0.09% 82
2023
Q3 		$600K Buy
10,468
+608
+6% +$42.1K 0.1% 84
2023
Q2 		$732K Sell
9,860
-586
-6% -$44.4K 0.12% 79
2023
Q1 		$805K Buy
10,446
+1,288
+14% +$99.1K 0.15% 66
2022
Q4 		$766K Sell
9,158
-271
-3% -$21.9K 0.13% 69
2022
Q3 		$739K Buy
9,429
+103
+1% +$8.74K 0.11% 83
2022
Q2 		$722K Buy
9,326
+1,283
+16% +$97.7K 0.1% 89
2022
Q1 		$681K Sell
8,043
-41
-0.5% -$3.29K 0.12% 68
2021
Q4 		$755K Sell
8,084
-96
-1% -$8.3K 0.13% 67
2021
Q3 		$642K Buy
+8,180
New +$660K 0.12% 70

Other funds holding NEE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

ARS Wealth Advisors Group's NEE Position: Q3 2026 in Review

ARS Wealth Advisors Group reduced its NextEra Energy (NEE) stake by 7.2% in Q3 2026, selling an estimated $68.3K and leaving 10,470 shares worth $793K. The position accounts for 0.06% of the portfolio, ranked #104.

ARS Wealth Advisors Group first reported a position in NEE in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.02M in Q1 2026. 1,133 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • ARS Wealth Advisors Group held 10,470 shares of NextEra Energy worth $793K as of Q3 2026.
  • ARS Wealth Advisors Group sold 808 NextEra Energy shares in Q3 2026, an estimated $68.3K.
  • NextEra Energy made up 0.06% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #104 holding.
  • ARS Wealth Advisors Group first reported a position in NextEra Energy in Q3 2021 and has held it in 21 quarters since.
  • ARS Wealth Advisors Group's NextEra Energy position peaked at $1.02M in Q1 2026.
  • 1,133 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.