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B. Riley Wealth Advisors’s NextEra Energy NEE Stock Holding History

B. Riley Wealth Advisors’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 		$1.36M Buy
15,332
+1,320
+9% +$119K 0.07% 239
2026
Q1 		$1.29M Sell
14,012
-5,056
-27% -$450K 0.08% 235
2025
Q4 		$1.53M Buy
19,068
+124
+0.7% +$10.3K 0.07% 256
2025
Q3 		$1.43M Sell
18,944
-2,368
-11% -$173K 0.07% 267
2025
Q2 		$1.48M Buy
+21,312
New +$1.48M 0.07% 262
2024
Q4 		$5.04M Sell
70,344
-11,667
-14% -$906K 0.17% 138
2024
Q3 		$6.95M Sell
82,011
-106,233
-56% -$8.29M 0.19% 117
2024
Q2 		$13.3M Sell
188,244
-17,765
-9% -$1.26M 0.34% 55
2024
Q1 		$11.8M Buy
206,009
+21,195
+11% +$1.24M 0.32% 64
2023
Q4 		$11.2M Sell
184,814
-21,195
-10% -$1.21M 0.3% 65
2023
Q3 		$11.8M Buy
206,009
+5,168
+3% +$358K 0.32% 64
2023
Q2 		$14.9M Sell
200,841
-8,197
-4% -$621K 0.33% 64
2023
Q1 		$16.1M Sell
209,038
-16,718
-7% -$1.29M 0.43% 44
2022
Q4 		$18.9M Sell
225,756
-11,356
-5% -$917K 0.53% 37
2022
Q3 		$18.6M Buy
237,112
+65,666
+38% +$5.57M 0.56% 30
2022
Q2 		$13.3M Buy
171,446
+494
+0.3% +$37.6K 0.56% 31
2022
Q1 		$14.5M Buy
170,952
+744
+0.4% +$59.6K 0.47% 36
2021
Q4 		$15.9M Sell
170,208
-1,156
-0.7% -$99.9K 0.46% 35
2021
Q3 		$13.4M Buy
171,364
+6,925
+4% +$558K 0.43% 43
2021
Q2 		$12.1M Buy
164,439
+12,544
+8% +$941K 0.39% 51
2021
Q1 		$11.5M Buy
151,895
+24,191
+19% +$1.89M 0.41% 45
2020
Q4 		$9.85M Sell
127,704
-4,304
-3% -$322K 0.53% 38
2020
Q3 		$9.02M Buy
132,008
+19,048
+17% +$1.32M 0.48% 46
2020
Q2 		$6.78M Buy
112,960
+5,152
+5% +$308K 0.45% 48
2020
Q1 		$6.49M Buy
107,808
+12,036
+13% +$757K 0.55% 37
2019
Q4 		$5.8M Buy
95,772
+6,076
+7% +$355K 0.49% 42
2019
Q3 		$5.22M Buy
89,696
+1,056
+1% +$57.1K 0.51% 38
2019
Q2 		$4.54M Buy
88,640
+2,444
+3% +$120K 0.5% 39
2019
Q1 		$4.17M Buy
86,196
+14,812
+21% +$677K 0.52% 38
2018
Q4 		$3.1M Buy
71,384
+4,268
+6% +$187K 0.44% 52
2018
Q3 		$2.81M Buy
67,116
+3,764
+6% +$160K 0.33% 63
2018
Q2 		$2.65M Buy
63,352
+2,764
+5% +$112K 0.35% 60
2018
Q1 		$2.48M Buy
60,588
+3,848
+7% +$148K 0.35% 73
2017
Q4 		$2.22M Buy
56,740
+364
+0.6% +$14.1K 0.3% 89
2017
Q3 		$2.07M Buy
56,376
+2,120
+4% +$77.7K 0.34% 78
2017
Q2 		$1.9M Buy
54,256
+1,732
+3% +$59.2K 0.35% 76
2017
Q1 		$1.69M Buy
52,524
+1,880
+4% +$59.1K 0.34% 76
2016
Q4 		$1.51M Sell
50,644
-764
-1% -$22.8K 0.31% 88
2016
Q3 		$1.57M Buy
51,408
+1,236
+2% +$38.9K 0.31% 78
2016
Q2 		$1.64M Buy
50,172
+6,408
+15% +$192K 0.33% 65
2016
Q1 		$1.29M Sell
43,764
-740
-2% -$20.8K 0.3% 84
2015
Q4 		$1.16M Sell
44,504
-8,372
-16% -$212K 0.23% 118
2015
Q3 		$1.29M Buy
52,876
+100
+0.2% +$2.54K 0.31% 81
2015
Q2 		$1.29M Sell
52,776
-14,052
-21% -$357K 0.32% 74
2015
Q1 		$1.74M Sell
66,828
-2,892
-4% -$76.3K 0.42% 52
2014
Q4 		$10K Buy
69,720
+33,868
+94% +$855K 0.21% 95
2014
Q3 		$841K Sell
35,852
-60,308
-63% -$1.46M 0.22% 120
2014
Q2 		$1.45M Buy
96,160
+57,000
+146% +$1.39M 0.34% 50
2014
Q1 		$936K Buy
39,160
+8,216
+27% +$186K 0.28% 77
2013
Q4 		$662K Buy
30,944
+400
+1% +$8.43K 0.21% 116
2013
Q3 		$612K Buy
30,544
+6,772
+28% +$140K 0.21% 115
2013
Q2 		$484K Buy
+23,772
New +$472K 0.16% 152

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
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

B. Riley Wealth Advisors's NEE Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its NextEra Energy (NEE) stake by 9.4% in Q2 2026, buying an estimated $119K and bringing the position to 15,332 shares worth $1.36M. The position accounts for 0.07% of the portfolio, ranked #239.

B. Riley Wealth Advisors first reported a position in NEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $18.9M in Q4 2022. 1,082 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • B. Riley Wealth Advisors held 15,332 shares of NextEra Energy worth $1.36M as of Q2 2026.
  • B. Riley Wealth Advisors bought 1,320 NextEra Energy shares in Q2 2026, an estimated $119K.
  • NextEra Energy made up 0.07% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #239 holding.
  • B. Riley Wealth Advisors first reported a position in NextEra Energy in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's NextEra Energy position peaked at $18.9M in Q4 2022.
  • 1,082 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.