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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
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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ARS Wealth Advisors Group's NEE Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its NextEra Energy (NEE) stake by 3.2% in Q2 2026, buying an estimated $31.6K and bringing the position to 11,278 shares worth $990K. The position accounts for 0.08% of the portfolio, ranked #96.

ARS Wealth Advisors Group first reported a position in NEE in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.02M in Q1 2026. 1,196 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • ARS Wealth Advisors Group held 11,278 shares of NextEra Energy worth $990K as of Q2 2026.
  • ARS Wealth Advisors Group bought 349 NextEra Energy shares in Q2 2026, an estimated $31.6K.
  • NextEra Energy made up 0.08% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #96 holding.
  • ARS Wealth Advisors Group first reported a position in NextEra Energy in Q3 2021 and has held it in 20 quarters since.
  • ARS Wealth Advisors Group's NextEra Energy position peaked at $1.02M in Q1 2026.
  • 1,196 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.