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Avantax Planning Partners’s NextEra Energy NEE Stock Holding History

Avantax Planning Partners’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 		$1.67M Buy
18,988
+491
+3% +$44.4K 0.04% 158
2026
Q1 		$1.72M Buy
18,497
+63
+0.3% +$5.6K 0.05% 144
2025
Q4 		$1.48M Sell
18,434
-65
-0.4% -$5.38K 0.04% 157
2025
Q3 		$1.4M Buy
18,499
+781
+4% +$57.1K 0.04% 165
2025
Q2 		$1.23M Sell
17,718
-633
-3% -$44K 0.04% 177
2025
Q1 		$1.3M Sell
18,351
-335
-2% -$23.6K 0.05% 162
2024
Q4 		$1.34M Buy
18,686
+15
+0.1% +$1.17K 0.05% 156
2024
Q3 		$1.58M Buy
18,671
+47
+0.3% +$3.67K 0.06% 141
2024
Q2 		$1.32M Buy
18,624
+469
+3% +$33.3K 0.04% 181
2024
Q1 		$1.16M Buy
18,155
+924
+5% +$54.1K 0.04% 199
2023
Q4 		$1.05M Sell
17,231
-8,156
-32% -$465K 0.04% 169
2023
Q3 		$1.45M Sell
25,387
-714
-3% -$49.4K 0.06% 131
2023
Q2 		$1.94M Buy
26,101
+462
+2% +$35K 0.08% 109
2023
Q1 		$1.98M Buy
25,639
+1,895
+8% +$146K 0.08% 108
2022
Q4 		$1.99M Sell
23,744
-1,470
-6% -$119K 0.08% 104
2022
Q3 		$1.98M Sell
25,214
-324
-1% -$27.5K 0.09% 96
2022
Q2 		$1.98M Buy
25,538
+136
+0.5% +$10.4K 0.08% 101
2022
Q1 		$2.15M Sell
25,402
-492
-2% -$39.4K 0.09% 101
2021
Q4 		$2.42M Sell
25,894
-168
-0.6% -$14.5K 0.1% 88
2021
Q3 		$2.05M Buy
26,062
+935
+4% +$75.4K 0.09% 87
2021
Q2 		$1.84M Sell
25,127
-2,018
-7% -$151K 0.09% 92
2021
Q1 		$2.05M Buy
27,145
+253
+0.9% +$19.7K 0.11% 81
2020
Q4 		$2.08M Sell
26,892
-572
-2% -$42.8K 0.11% 81
2020
Q3 		$1.91M Sell
27,464
-2,168
-7% -$150K 0.1% 86
2020
Q2 		$1.78M Buy
29,632
+1,256
+4% +$75.2K 0.1% 87
2020
Q1 		$1.71M Sell
28,376
-2,080
-7% -$131K 0.12% 69
2019
Q4 		$1.84M Buy
30,456
+184
+0.6% +$10.7K 0.11% 72
2019
Q3 		$1.76M Buy
30,272
+552
+2% +$29.9K 0.11% 73
2019
Q2 		$1.55M Sell
29,720
-476
-2% -$23.4K 0.1% 81
2019
Q1 		$1.46M Buy
30,196
+2,524
+9% +$115K 0.1% 81
2018
Q4 		$1.2M Buy
27,672
+512
+2% +$22.4K 0.09% 85
2018
Q3 		$1.14M Sell
27,160
-200
-0.7% -$8.51K 0.09% 76
2018
Q2 		$1.14M Sell
27,360
-42,468
-61% -$1.71M 0.1% 73
2018
Q1 		$2.85M Buy
69,828
+5,580
+9% +$215K 0.24% 32
2017
Q4 		$2.51M Sell
64,248
-2,596
-4% -$100K 0.23% 42
2017
Q3 		$2.45M Buy
66,844
+5,892
+10% +$216K 0.19% 54
2017
Q2 		$2.13M Buy
60,952
+41,344
+211% +$1.41M 0.18% 57
2017
Q1 		$629K Buy
19,608
+56
+0.3% +$1.76K 0.06% 156
2016
Q4 		$584K Buy
+19,552
New +$584K 0.06% 148

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Avantax Planning Partners's NEE Position: Q2 2026 in Review

Avantax Planning Partners increased its NextEra Energy (NEE) stake by 2.7% in Q2 2026, buying an estimated $44.4K and bringing the position to 18,988 shares worth $1.67M. The position accounts for 0.04% of the portfolio, ranked #158.

Avantax Planning Partners first reported a position in NEE in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.85M in Q1 2018. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Avantax Planning Partners held 18,988 shares of NextEra Energy worth $1.67M as of Q2 2026.
  • Avantax Planning Partners bought 491 NextEra Energy shares in Q2 2026, an estimated $44.4K.
  • NextEra Energy made up 0.04% of Avantax Planning Partners's portfolio in Q2 2026, its #158 holding.
  • Avantax Planning Partners first reported a position in NextEra Energy in Q4 2016 and has held it in 39 quarters since.
  • Avantax Planning Partners's NextEra Energy position peaked at $2.85M in Q1 2018.
  • 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.