E&G Advisors’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
Q1 | $1.91M | Buy |
20,525
+40
| +0.2% | +$3.56K | 0.42% | 45 |
|
|
2025
Q4 | $1.64M | Buy |
20,485
+1
| +0% | +$83 | 0.37% | 52 |
|
|
2025
Q3 | $1.55M | Buy |
20,484
+1,426
| +7% | +$104K | 0.36% | 53 |
|
|
2025
Q2 | $1.32M | Sell |
19,058
-400
| -2% | -$27.8K | 0.34% | 58 |
|
|
2025
Q1 | $1.38M | Sell |
19,458
-100
| -0.5% | -$7.06K | 0.39% | 54 |
|
|
2024
Q4 | $1.4M | Sell |
19,558
-600
| -3% | -$46.6K | 0.38% | 55 |
|
|
2024
Q3 | $1.7M | Buy |
20,158
+100
| +0.5% | +$7.8K | 0.47% | 41 |
|
|
2024
Q2 | $1.42M | Hold |
20,058
| – | – | 0.42% | 51 |
|
|
2024
Q1 | $1.28M | Sell |
20,058
-196
| -1% | -$11.5K | 0.4% | 57 |
|
|
2023
Q4 | $1.23M | Sell |
20,254
-100
| -0.5% | -$5.7K | 0.44% | 56 |
|
|
2023
Q3 | $1.17M | Buy |
20,354
+900
| +5% | +$62.3K | 0.43% | 58 |
|
|
2023
Q2 | $1.44M | Buy |
19,454
+400
| +2% | +$30.3K | 0.5% | 46 |
|
|
2023
Q1 | $1.47M | Buy |
19,054
+400
| +2% | +$30.8K | 0.54% | 40 |
|
|
2022
Q4 | $1.56M | Sell |
18,654
-50
| -0.3% | -$4.04K | 0.59% | 37 |
|
|
2022
Q3 | $1.47M | Sell |
18,704
-830
| -4% | -$70.4K | 0.54% | 33 |
|
|
2022
Q2 | $1.51M | Hold |
19,534
| – | – | 0.51% | 37 |
|
|
2022
Q1 | $1.66M | Hold |
19,534
| – | – | 0.45% | 46 |
|
|
2021
Q4 | $1.82M | Sell |
19,534
-400
| -2% | -$34.6K | 0.45% | 48 |
|
|
2021
Q3 | $1.56M | Buy |
+19,934
| New | +$1.61M | 0.42% | 53 |
|
|
2021
Q2 | – | Sell |
-19,934
| Closed | -$1.5M | – | 56 |
|
|
2021
Q1 | $1.51M | Buy |
19,934
+706
| +4% | +$55.1K | 0.44% | 49 |
|
|
2020
Q4 | $1.48M | Sell |
19,228
-600
| -3% | -$44.9K | 0.46% | 44 |
|
|
2020
Q3 | $1.38M | Sell |
19,828
-452
| -2% | -$31.2K | 0.47% | 44 |
|
|
2020
Q2 | $1.22M | Sell |
20,280
-120
| -0.6% | -$7.18K | 0.47% | 47 |
|
|
2020
Q1 | $1.23M | Sell |
20,400
-400
| -2% | -$25.1K | 0.61% | 35 |
|
|
2019
Q4 | $1.26M | Sell |
20,800
-400
| -2% | -$23.4K | 0.47% | 48 |
|
|
2019
Q3 | $1.24M | Hold |
21,200
| – | – | 0.49% | 49 |
|
|
2019
Q2 | $1.09M | Buy |
21,200
+1,200
| +6% | +$59K | 0.46% | 50 |
|
|
2019
Q1 | $967K | Sell |
20,000
-4,800
| -19% | -$219K | 0.43% | 62 |
|
|
2018
Q4 | $1.08M | Buy |
24,800
+16,800
| +210% | +$735K | 0.49% | 55 |
|
|
2018
Q3 | $335K | Sell |
8,000
-1,600
| -17% | -$68.1K | 0.13% | 159 |
|
|
2018
Q2 | $401K | Sell |
9,600
-800
| -8% | -$32.3K | 0.17% | 136 |
|
|
2018
Q1 | $425K | Sell |
10,400
-6,800
| -40% | -$262K | 0.18% | 121 |
|
|
2017
Q4 | $672K | Buy |
17,200
+11,600
| +207% | +$448K | 0.28% | 78 |
|
|
2017
Q3 | $205K | Buy |
+5,600
| New | +$205K | 0.09% | 174 |
|
Other funds holding NEE
VCM
VPM
E&G Advisors's NEE Position: Q1 2026 in Review
E&G Advisors increased its NextEra Energy (NEE) stake by 0.2% in Q1 2026, buying an estimated $3.56K and bringing the position to 20,525 shares worth $1.91M. The position accounts for 0.42% of the portfolio, ranked #45.
E&G Advisors first reported a position in NEE in Q3 2017 and has held it in 34 quarters since. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- E&G Advisors held 20,525 shares of NextEra Energy worth $1.91M as of Q1 2026.
- E&G Advisors bought 40 NextEra Energy shares in Q1 2026, an estimated $3.56K.
- NextEra Energy made up 0.42% of E&G Advisors's portfolio in Q1 2026, its #45 holding.
- E&G Advisors first reported a position in NextEra Energy in Q3 2017 and has held it in 34 quarters since.
- 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on E&G Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.