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Great Valley Advisor Group’s NextEra Energy NEE Stock Holding History

Great Valley Advisor Group’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
2026
Q2 		$13M Buy
148,665
+5,432
+4% +$491K 0.21% 108
2026
Q1 		$13.3M Buy
143,233
+19,551
+16% +$1.74M 0.24% 100
2025
Q4 		$9.93M Sell
123,682
-13,033
-10% -$1.08M 0.19% 113
2025
Q3 		$10.3M Sell
136,715
-2,227
-2% -$163K 0.21% 109
2025
Q2 		$9.65M Sell
138,942
-7,775
-5% -$540K 0.21% 108
2025
Q1 		$10.4M Sell
146,717
-6,568
-4% -$464K 0.22% 107
2024
Q4 		$11M Buy
153,285
+10,706
+8% +$832K 0.25% 99
2024
Q3 		$12.1M Buy
142,579
+3,407
+2% +$266K 0.3% 88
2024
Q2 		$9.85M Buy
139,172
+76,905
+124% +$5.46M 0.28% 89
2024
Q1 		$3.98M Sell
62,267
-58,308
-48% -$3.42M 0.12% 181
2023
Q4 		$7.32M Sell
120,575
-27,151
-18% -$1.55M 0.26% 103
2023
Q3 		$8.46M Buy
147,726
+19,226
+15% +$1.33M 0.35% 71
2023
Q2 		$9.53M Buy
128,500
+11,986
+10% +$907K 0.4% 65
2023
Q1 		$8.98M Buy
116,514
+36,084
+45% +$2.77M 0.42% 59
2022
Q4 		$6.72M Buy
80,430
+2,033
+3% +$164K 0.34% 74
2022
Q3 		$6.15M Buy
78,397
+4,519
+6% +$383K 0.34% 70
2022
Q2 		$5.72M Buy
73,878
+10,161
+16% +$774K 0.31% 87
2022
Q1 		$5.61M Buy
63,717
+4,824
+8% +$387K 0.33% 83
2021
Q4 		$5.17M Sell
58,893
-152
-0.3% -$13.1K 0.32% 81
2021
Q3 		$4.64M Buy
59,045
+2,312
+4% +$186K 0.32% 79
2021
Q2 		$4.21M Buy
56,733
+7,894
+16% +$592K 0.31% 82
2021
Q1 		$3.69M Buy
48,839
+5,921
+14% +$462K 0.36% 66
2020
Q4 		$3.31M Buy
42,918
+20,378
+90% +$1.52M 0.34% 65
2020
Q3 		$1.56M Buy
22,540
+10,160
+82% +$701K 0.19% 112
2020
Q2 		$744K Buy
12,380
+1,880
+18% +$113K 0.12% 180
2020
Q1 		$631K Sell
10,500
-384
-4% -$24.1K 0.17% 154
2019
Q4 		$660K Buy
10,884
+32
+0.3% +$1.87K 0.15% 177
2019
Q3 		$630K Buy
10,852
+1,276
+13% +$69.1K 0.15% 174
2019
Q2 		$489K Buy
9,576
+5,168
+117% +$254K 0.12% 192
2019
Q1 		$213K Buy
+4,408
New +$202K 0.07% 277

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 $3.38T AUM 44.17% 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

Great Valley Advisor Group's NEE Position: Q2 2026 in Review

Great Valley Advisor Group increased its NextEra Energy (NEE) stake by 3.8% in Q2 2026, buying an estimated $491K and bringing the position to 148,665 shares worth $13M. The position accounts for 0.21% of the portfolio, ranked #108.

Great Valley Advisor Group first reported a position in NEE in Q1 2019 and has held it in 30 quarters since. The position peaked at $13.3M in Q1 2026. 3,052 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Great Valley Advisor Group held 148,665 shares of NextEra Energy worth $13M as of Q2 2026.
  • Great Valley Advisor Group bought 5,432 NextEra Energy shares in Q2 2026, an estimated $491K.
  • NextEra Energy made up 0.21% of Great Valley Advisor Group's portfolio in Q2 2026, its #108 holding.
  • Great Valley Advisor Group first reported a position in NextEra Energy in Q1 2019 and has held it in 30 quarters since.
  • Great Valley Advisor Group's NextEra Energy position peaked at $13.3M in Q1 2026.
  • 3,052 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.