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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Great Valley Advisor Group's NEE Position: Q1 2026 in Review

Great Valley Advisor Group increased its NextEra Energy (NEE) stake by 16% in Q1 2026, buying an estimated $1.74M and bringing the position to 143,233 shares worth $13.3M. The position accounts for 0.24% of the portfolio, ranked #100.

Great Valley Advisor Group first reported a position in NEE in Q1 2019 and has held it in 29 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Great Valley Advisor Group held 143,233 shares of NextEra Energy worth $13.3M as of Q1 2026.
  • Great Valley Advisor Group bought 19,551 NextEra Energy shares in Q1 2026, an estimated $1.74M.
  • NextEra Energy made up 0.24% of Great Valley Advisor Group's portfolio in Q1 2026, its #100 holding.
  • Great Valley Advisor Group first reported a position in NextEra Energy in Q1 2019 and has held it in 29 quarters since.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.