Avestar Capital’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.17M | Sell |
13,334
-422
| -3% | -$38.2K | 0.07% | 214 |
|
|
2026
Q1 | $1.28M | Buy |
13,756
+807
| +6% | +$71.7K | 0.08% | 182 |
|
|
2025
Q4 | $1.04M | Buy |
12,949
+469
| +4% | +$38.8K | 0.07% | 215 |
|
|
2025
Q3 | $942K | Sell |
12,480
-1,923
| -13% | -$141K | 0.06% | 227 |
|
|
2025
Q2 | $1,000K | Buy |
14,403
+1,654
| +13% | +$115K | 0.07% | 212 |
|
|
2025
Q1 | $904K | Buy |
12,749
+1,057
| +9% | +$74.6K | 0.08% | 204 |
|
|
2024
Q4 | $838K | Buy |
11,692
+1,092
| +10% | +$84.8K | 0.07% | 201 |
|
|
2024
Q3 | $896K | Sell |
10,600
-251
| -2% | -$19.6K | 0.09% | 169 |
|
|
2024
Q2 | $768K | Buy |
10,851
+138
| +1% | +$9.79K | 0.08% | 186 |
|
|
2024
Q1 | $685K | Buy |
10,713
+4,452
| +71% | +$261K | 0.07% | 194 |
|
|
2023
Q4 | $380K | Buy |
6,261
+1,010
| +19% | +$57.6K | 0.04% | 247 |
|
|
2023
Q3 | $301K | Sell |
5,251
-365
| -6% | -$25.3K | 0.04% | 251 |
|
|
2023
Q2 | $417K | Buy |
5,616
+926
| +20% | +$70.1K | 0.07% | 171 |
|
|
2023
Q1 | $362K | Sell |
4,690
-759
| -14% | -$58.4K | 0.06% | 194 |
|
|
2022
Q4 | $456K | Buy |
5,449
+92
| +2% | +$7.43K | 0.08% | 152 |
|
|
2022
Q3 | $420K | Buy |
5,357
+1,723
| +47% | +$146K | 0.11% | 146 |
|
|
2022
Q2 | $281K | Buy |
3,634
+899
| +33% | +$68.4K | 0.07% | 221 |
|
|
2022
Q1 | $232K | Sell |
2,735
-2,190
| -44% | -$176K | 0.04% | 355 |
|
|
2021
Q4 | $460K | Buy |
4,925
+1,190
| +32% | +$103K | 0.06% | 275 |
|
|
2021
Q3 | $293K | Sell |
3,735
-35
| -0.9% | -$2.82K | 0.04% | 354 |
|
|
2021
Q2 | $276K | Buy |
3,770
+45
| +1% | +$3.38K | 0.04% | 346 |
|
|
2021
Q1 | $287K | Buy |
3,725
+912
| +32% | +$71.2K | 0.06% | 253 |
|
|
2020
Q4 | $217K | Buy |
+2,813
| New | +$210K | 0.06% | 248 |
|
|
2019
Q3 | – | Sell |
-1,956
| Closed | -$96K | – | 598 |
|
|
2019
Q2 | $96K | Buy |
1,956
+16
| +0.8% | +$787 | 0.06% | 196 |
|
|
2019
Q1 | $91K | Hold |
1,940
| – | – | 0.06% | 203 |
|
|
2018
Q4 | $81K | Sell |
1,940
-28
| -1% | -$1.22K | 0.06% | 203 |
|
|
2018
Q3 | $79K | Sell |
1,968
-156
| -7% | -$6.64K | 0.05% | 222 |
|
|
2018
Q2 | $86K | Buy |
2,124
+144
| +7% | +$5.82K | 0.05% | 211 |
|
|
2018
Q1 | $77K | Sell |
1,980
-140
| -7% | -$5.4K | 0.05% | 203 |
|
|
2017
Q4 | $79K | Buy |
+2,120
| New | +$81.8K | 0.06% | 189 |
|
Other funds holding NEE
Avestar Capital's NEE Position: Q2 2026 in Review
Avestar Capital reduced its NextEra Energy (NEE) stake by 3.1% in Q2 2026, selling an estimated $38.2K and leaving 13,334 shares worth $1.17M. The position accounts for 0.07% of the portfolio, ranked #214.
Avestar Capital first reported a position in NEE in Q4 2017 and has held it in 30 quarters since. The position peaked at $1.28M in Q1 2026. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Avestar Capital held 13,334 shares of NextEra Energy worth $1.17M as of Q2 2026.
- Avestar Capital sold 422 NextEra Energy shares in Q2 2026, an estimated $38.2K.
- NextEra Energy made up 0.07% of Avestar Capital's portfolio in Q2 2026, its #214 holding.
- Avestar Capital first reported a position in NextEra Energy in Q4 2017 and has held it in 30 quarters since.
- Avestar Capital's NextEra Energy position peaked at $1.28M in Q1 2026.
- 3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.