Focus Partners Advisor Solutions’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
$2.57M Sell
27,694
-12,860
-32% -$1.14M 0.03% 297
2025
Q4
$3.26M Buy
40,554
+9,542
+31% +$790K 0.04% 218
2025
Q3
$2.43M Sell
31,012
-1,287
-4% -$94K 0.03% 296
2025
Q2
$2.24M Buy
32,299
+2,450
+8% +$170K 0.03% 257
2025
Q1
$2.12M Sell
29,849
-6,058
-17% -$428K 0.03% 247
2024
Q4
$2.57M Sell
35,907
-4,081
-10% -$317K 0.04% 193
2024
Q3
$3.38M Buy
39,988
+5,804
+17% +$453K 0.07% 134
2024
Q2
$2.42M Buy
34,184
+1,835
+6% +$130K 0.06% 152
2024
Q1
$2.07M Buy
32,349
+14,355
+80% +$841K 0.06% 156
2023
Q4
$1.09M Sell
17,994
-4,770
-21% -$272K 0.05% 158
2023
Q3
$1.3M Buy
22,764
+5,339
+31% +$370K 0.06% 147
2023
Q2
$1.29M Buy
17,425
+8,566
+97% +$649K 0.07% 113
2023
Q1
$683K Sell
8,859
-1,265
-12% -$97.3K 0.04% 169
2022
Q4
$846K Sell
10,124
-1,962
-16% -$158K 0.07% 136
2022
Q3
$948K Buy
12,086
+4,269
+55% +$362K 0.06% 157
2022
Q2
$606K Buy
7,817
+1,461
+23% +$111K 0.05% 165
2022
Q1
$538K Sell
6,356
-1,395
-18% -$112K 0.05% 165
2021
Q4
$723K Buy
+7,751
New +$670K 0.15% 53

Other funds holding NEE

Focus Partners Advisor Solutions's NEE Position: Q1 2026 in Review

Focus Partners Advisor Solutions reduced its NextEra Energy (NEE) stake by 32% in Q1 2026, selling an estimated $1.14M and leaving 27,694 shares worth $2.57M. The position accounts for 0.03% of the portfolio, ranked #297.

Focus Partners Advisor Solutions first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.38M in Q3 2024. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Focus Partners Advisor Solutions held 27,694 shares of NextEra Energy worth $2.57M as of Q1 2026.
  • Focus Partners Advisor Solutions sold 12,860 NextEra Energy shares in Q1 2026, an estimated $1.14M.
  • NextEra Energy made up 0.03% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #297 holding.
  • Focus Partners Advisor Solutions first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
  • Focus Partners Advisor Solutions's NextEra Energy position peaked at $3.38M in Q3 2024.
  • 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.