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Avantax Advisory Services’s NextEra Energy NEE Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$11.8M Buy
170,382
+20,403
+14% +$1.42M 0.07% 236
2025
Q1 		$10.6M Buy
149,979
+14,647
+11% +$1.03M 0.06% 231
2024
Q4 		$9.7M Sell
135,332
-4,529
-3% -$352K 0.06% 231
2024
Q3 		$11.8M Sell
139,861
-4,089
-3% -$319K 0.08% 187
2024
Q2 		$10.2M Buy
143,950
+73,651
+105% +$5.23M 0.07% 202
2024
Q1 		$4.49M Buy
70,299
+7,174
+11% +$420K 0.04% 329
2023
Q4 		$3.83M Sell
63,125
-2,051
-3% -$117K 0.04% 329
2023
Q3 		$3.73M Sell
65,176
-8,151
-11% -$564K 0.04% 310
2023
Q2 		$5.44M Sell
73,327
-2,423
-3% -$183K 0.06% 237
2023
Q1 		$5.84M Buy
75,750
+6,159
+9% +$474K 0.07% 217
2022
Q4 		$5.82M Buy
69,591
+8,814
+15% +$712K 0.08% 196
2022
Q3 		$4.76M Buy
60,777
+11,175
+23% +$948K 0.07% 207
2022
Q2 		$3.84M Buy
49,602
+1,772
+4% +$135K 0.06% 247
2022
Q1 		$4.05M Buy
47,830
+2,276
+5% +$182K 0.06% 243
2021
Q4 		$4.25M Sell
45,554
-1,483
-3% -$128K 0.06% 226
2021
Q3 		$3.7M Buy
47,037
+867
+2% +$69.9K 0.06% 227
2021
Q2 		$3.38M Buy
46,170
+3,236
+8% +$243K 0.06% 232
2021
Q1 		$3.24M Buy
42,934
+899
+2% +$70.2K 0.07% 207
2020
Q4 		$3.24M Sell
42,035
-59,789
-59% -$4.47M 0.08% 182
2020
Q3 		$7.07M Buy
101,824
+67,840
+200% +$4.68M 0.11% 149
2020
Q2 		$2.04M Buy
33,984
+3,456
+11% +$207K 0.06% 214
2020
Q1 		$1.83M Buy
30,528
+2,852
+10% +$179K 0.05% 207
2019
Q4 		$1.68M Buy
27,676
+6,976
+34% +$407K 0.04% 244
2019
Q3 		$1.21M Buy
20,700
+3,100
+18% +$168K 0.05% 186
2019
Q2 		$901K Buy
17,600
+664
+4% +$32.7K 0.04% 208
2019
Q1 		$818K Sell
16,936
-608
-3% -$27.8K 0.04% 200
2018
Q4 		$762K Buy
+17,544
New +$767K 0.13% 162

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avantax Advisory Services's NEE Position: Q2 2025 in Review

Avantax Advisory Services increased its NextEra Energy (NEE) stake by 14% in Q2 2025, buying an estimated $1.42M and bringing the position to 170,382 shares worth $11.8M. The position accounts for 0.07% of the portfolio, ranked #236.

Avantax Advisory Services first reported a position in NEE in Q4 2018 and has held it in 27 quarters since. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

  • Avantax Advisory Services held 170,382 shares of NextEra Energy worth $11.8M as of Q2 2025.
  • Avantax Advisory Services bought 20,403 NextEra Energy shares in Q2 2025, an estimated $1.42M.
  • NextEra Energy made up 0.07% of Avantax Advisory Services's portfolio in Q2 2025, its #236 holding.
  • Avantax Advisory Services first reported a position in NextEra Energy in Q4 2018 and has held it in 27 quarters since.
  • 2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.