High Net Worth Advisory Group’s NextEra Energy NEE Stock Holding History

High Net Worth Advisory 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	$439K	Buy	4,729 +2	+0%	+$178	0.1%	154
2025 Q4	$379K	Sell	4,727 -159	-3%	-$13.2K	0.09%	168
2025 Q3	$369K	Sell	4,886 -1,243	-20%	-$90.8K	0.09%	165
2025 Q2	$426K	Sell	6,129 -117	-2%	-$8.13K	0.11%	143
2025 Q1	$443K	Sell	6,246 -77	-1%	-$5.43K	0.13%	135
2024 Q4	$453K	Sell	6,323 -117	-2%	-$9.09K	0.13%	134
2024 Q3	$544K	Sell	6,440 -749	-10%	-$58.5K	0.15%	122
2024 Q2	$509K	Sell	7,189 -72	-1%	-$5.11K	0.15%	116
2024 Q1	$464K	Sell	7,261 -2,020	-22%	-$118K	0.15%	122
2023 Q4	$564K	Sell	9,281 -1,559	-14%	-$88.8K	0.21%	99
2023 Q3	$621K	Sell	10,840 -1,226	-10%	-$84.9K	0.25%	91
2023 Q2	$895K	Buy	12,066 +78	+0.7%	+$5.91K	0.35%	74
2023 Q1	$924K	Buy	11,988 +767	+7%	+$59K	0.38%	70
2022 Q4	$938K	Buy	11,221 +5,660	+102%	+$457K	0.36%	67
2022 Q3	$436K	Buy	5,561 +1	+0%	+$85	0.19%	109
2022 Q2	$431K	Sell	5,560 -300	-5%	-$22.8K	0.18%	113
2022 Q1	$496K	Sell	5,860 -1,299	-18%	-$104K	0.18%	107
2021 Q4	$668K	Buy	+7,159	New	+$619K	0.23%	92

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

High Net Worth Advisory Group's NEE Position: Q1 2026 in Review

High Net Worth Advisory Group increased its NextEra Energy (NEE) stake by 0.04% in Q1 2026, buying an estimated $178 and bringing the position to 4,729 shares worth $439K. The position accounts for 0.1% of the portfolio, ranked #154.

High Net Worth Advisory Group first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. The position peaked at $938K in Q4 2022. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

High Net Worth Advisory Group held 4,729 shares of NextEra Energy worth $439K as of Q1 2026.
High Net Worth Advisory Group bought 2 NextEra Energy shares in Q1 2026, an estimated $178.
NextEra Energy made up 0.1% of High Net Worth Advisory Group's portfolio in Q1 2026, its #154 holding.
High Net Worth Advisory Group first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
High Net Worth Advisory Group's NextEra Energy position peaked at $938K in Q4 2022.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.