Financial Advocates Investment Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-14,307
| Closed | -$993K | – | 395 |
|
|
2025
Q2 | $993K | Sell |
14,307
-10,191
| -42% | -$708K | 0.08% | 230 |
|
|
2025
Q1 | $1.74M | Sell |
24,498
-24,678
| -50% | -$1.74M | 0.12% | 187 |
|
|
2024
Q4 | $3.53M | Sell |
49,176
-6,184
| -11% | -$480K | 0.2% | 112 |
|
|
2024
Q3 | $4.68M | Sell |
55,360
-1,702
| -3% | -$133K | 0.26% | 90 |
|
|
2024
Q2 | $4.04M | Sell |
57,062
-978
| -2% | -$69.4K | 0.25% | 93 |
|
|
2024
Q1 | $3.71M | Sell |
58,040
-7,156
| -11% | -$419K | 0.21% | 106 |
|
|
2023
Q4 | $3.96M | Buy |
65,196
+1,008
| +2% | +$57.4K | 0.26% | 91 |
|
|
2023
Q3 | $3.68M | Sell |
64,188
-2,338
| -4% | -$162K | 0.26% | 93 |
|
|
2023
Q2 | $4.94M | Buy |
66,526
+1,315
| +2% | +$99.6K | 0.35% | 70 |
|
|
2023
Q1 | $5.03M | Sell |
65,211
-145
| -0.2% | -$11.2K | 0.36% | 64 |
|
|
2022
Q4 | $5.46M | Buy |
65,356
+10,091
| +18% | +$815K | 0.41% | 54 |
|
|
2022
Q3 | $4.33M | Sell |
55,265
-6,016
| -10% | -$510K | 0.36% | 72 |
|
|
2022
Q2 | $4.75M | Buy |
61,281
+4,923
| +9% | +$375K | 0.39% | 68 |
|
|
2022
Q1 | $4.77M | Buy |
56,358
+1,188
| +2% | +$95.2K | 0.31% | 77 |
|
|
2021
Q4 | $5.15M | Buy |
55,170
+210
| +0.4% | +$18.1K | 0.32% | 70 |
|
|
2021
Q3 | $4.32M | Buy |
54,960
+1,100
| +2% | +$88.7K | 0.29% | 86 |
|
|
2021
Q2 | $3.95M | Sell |
53,860
-2,781
| -5% | -$209K | 0.26% | 87 |
|
|
2021
Q1 | $4.28M | Sell |
56,641
-264
| -0.5% | -$20.6K | 0.3% | 69 |
|
|
2020
Q4 | $4.39M | Buy |
56,905
+1,993
| +4% | +$149K | 0.3% | 77 |
|
|
2020
Q3 | $3.81M | Buy |
54,912
+5,060
| +10% | +$349K | 0.33% | 69 |
|
|
2020
Q2 | $2.99M | Sell |
49,852
-1,520
| -3% | -$91K | 0.28% | 90 |
|
|
2020
Q1 | $3.09M | Sell |
51,372
-1,780
| -3% | -$112K | 0.44% | 57 |
|
|
2019
Q4 | $3.22M | Buy |
53,152
+2,368
| +5% | +$138K | 0.34% | 75 |
|
|
2019
Q3 | $2.96M | Sell |
50,784
-920
| -2% | -$49.8K | 0.34% | 79 |
|
|
2019
Q2 | $2.65M | Buy |
51,704
+252
| +0.5% | +$12.4K | 0.31% | 83 |
|
|
2019
Q1 | $2.49M | Sell |
51,452
-132
| -0.3% | -$6.04K | 0.31% | 87 |
|
|
2018
Q4 | $2.24M | Sell |
51,584
-228
| -0.4% | -$9.97K | 0.31% | 94 |
|
|
2018
Q3 | $2.17M | Buy |
51,812
+1,996
| +4% | +$85K | 0.24% | 101 |
|
|
2018
Q2 | $2.1M | Buy |
49,816
+160
| +0.3% | +$6.46K | 0.25% | 97 |
|
|
2018
Q1 | $2.03M | Buy |
49,656
+4,084
| +9% | +$157K | 0.26% | 89 |
|
|
2017
Q4 | $1.78M | Buy |
+45,572
| New | +$1.76M | 0.24% | 92 |
|
Other funds holding NEE
Financial Advocates Investment Management's NEE Position: Q3 2025 in Review
Financial Advocates Investment Management sold out of NextEra Energy (NEE) in Q3 2025, closing a stake of 14,307 shares — an estimated $993K sold.
Financial Advocates Investment Management first reported a position in NEE in Q4 2017 and held it in 31 quarters. The position peaked at $5.46M in Q4 2022. 2,751 funds tracked by Wall St. Rank hold NEE as of Q3 2025.
- Financial Advocates Investment Management reported no remaining NextEra Energy position as of Q3 2025 after selling out during the quarter.
- Financial Advocates Investment Management sold 14,307 NextEra Energy shares in Q3 2025, an estimated $993K.
- Financial Advocates Investment Management first reported a position in NextEra Energy in Q4 2017 and held it in 31 quarters.
- Financial Advocates Investment Management's NextEra Energy position peaked at $5.46M in Q4 2022.
- 2,751 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.
Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.