GM Advisory Group’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 | $3.33M | Buy |
35,902
+1,021
| +3% | +$90.8K | 0.13% | 84 |
|
|
2025
Q4 | $2.8M | Buy |
34,881
+23,692
| +212% | +$1.96M | 0.11% | 91 |
|
|
2025
Q3 | $845K | Sell |
11,189
-659
| -6% | -$48.1K | 0.04% | 161 |
|
|
2025
Q2 | $822K | Sell |
11,848
-2,050
| -15% | -$142K | 0.04% | 158 |
|
|
2025
Q1 | $985K | Sell |
13,898
-705
| -5% | -$49.8K | 0.05% | 132 |
|
|
2024
Q4 | $1.05M | Sell |
14,603
-1,138
| -7% | -$88.4K | 0.06% | 121 |
|
|
2024
Q3 | $1.33M | Sell |
15,741
-3,120
| -17% | -$243K | 0.08% | 98 |
|
|
2024
Q2 | $1.34M | Buy |
18,861
+41
| +0.2% | +$2.91K | 0.09% | 96 |
|
|
2024
Q1 | $1.2M | Buy |
18,820
+471
| +3% | +$27.6K | 0.08% | 101 |
|
|
2023
Q4 | $1.11M | Buy |
18,349
+6,707
| +58% | +$382K | 0.08% | 86 |
|
|
2023
Q3 | $667K | Buy |
11,642
+2,885
| +33% | +$200K | 0.05% | 103 |
|
|
2023
Q2 | $650K | Sell |
8,757
-252
| -3% | -$19.1K | 0.05% | 104 |
|
|
2023
Q1 | $694K | Buy |
9,009
+47
| +0.5% | +$3.61K | 0.06% | 100 |
|
|
2022
Q4 | $749K | Buy |
8,962
+120
| +1% | +$9.69K | 0.08% | 88 |
|
|
2022
Q3 | $693K | Buy |
8,842
+229
| +3% | +$19.4K | 0.09% | 86 |
|
|
2022
Q2 | $667K | Sell |
8,613
-526
| -6% | -$40K | 0.1% | 92 |
|
|
2022
Q1 | $774K | Buy |
9,139
+178
| +2% | +$14.3K | 0.09% | 102 |
|
|
2021
Q4 | $837K | Buy |
8,961
+498
| +6% | +$43K | 0.07% | 104 |
|
|
2021
Q3 | $665K | Hold |
8,463
| – | – | 0.07% | 111 |
|
|
2021
Q2 | $620K | Hold |
8,463
| – | – | 0.06% | 116 |
|
|
2021
Q1 | $640K | Buy |
8,463
+423
| +5% | +$33K | 0.08% | 106 |
|
|
2020
Q4 | $620K | Buy |
8,040
+2,232
| +38% | +$167K | 0.08% | 93 |
|
|
2020
Q3 | $403K | Buy |
5,808
+500
| +9% | +$34.5K | 0.06% | 108 |
|
|
2020
Q2 | $319K | Sell |
5,308
-756
| -12% | -$45.3K | 0.06% | 138 |
|
|
2020
Q1 | $365K | Hold |
6,064
| – | – | 0.1% | 84 |
|
|
2019
Q4 | $367K | Sell |
6,064
-672
| -10% | -$39.2K | 0.11% | 58 |
|
|
2019
Q3 | $392K | Hold |
6,736
| – | – | 0.12% | 65 |
|
|
2019
Q2 | $345K | Sell |
6,736
-300
| -4% | -$14.8K | 0.11% | 72 |
|
|
2019
Q1 | $340K | Buy |
7,036
+300
| +4% | +$13.7K | 0.11% | 73 |
|
|
2018
Q4 | $293K | Hold |
6,736
| – | – | 0.11% | 78 |
|
|
2018
Q3 | $282K | Hold |
6,736
| – | – | 0.09% | 88 |
|
|
2018
Q2 | $281K | Hold |
6,736
| – | – | 0.08% | 91 |
|
|
2018
Q1 | $275K | Sell |
6,736
-360
| -5% | -$13.9K | 0.08% | 96 |
|
|
2017
Q4 | $277K | Buy |
+7,096
| New | +$274K | 0.08% | 100 |
|
Other funds holding NEE
VCM
VPM
GM Advisory Group's NEE Position: Q1 2026 in Review
GM Advisory Group increased its NextEra Energy (NEE) stake by 2.9% in Q1 2026, buying an estimated $90.8K and bringing the position to 35,902 shares worth $3.33M. The position accounts for 0.13% of the portfolio, ranked #84.
GM Advisory Group first reported a position in NEE in Q4 2017 and has held it in 34 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- GM Advisory Group held 35,902 shares of NextEra Energy worth $3.33M as of Q1 2026.
- GM Advisory Group bought 1,021 NextEra Energy shares in Q1 2026, an estimated $90.8K.
- NextEra Energy made up 0.13% of GM Advisory Group's portfolio in Q1 2026, its #84 holding.
- GM Advisory Group first reported a position in NextEra Energy in Q4 2017 and has held it in 34 quarters since.
- 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.