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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
2025
Q2 		– Sell
-6,550
Closed -$464K – 1268
2025
Q1 		$464K Buy
+6,550
New +$462K 0.01% 795

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 53 quarters since. The position peaked at $18.9M in Q4 2022. 3,035 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 53 quarters since.
  • B. Riley Wealth Advisors's NextEra Energy position peaked at $18.9M in Q4 2022.
  • 3,035 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.