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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
Q2 		$671K Buy
7,645
+2,916
+62% +$264K 0.14% 132
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
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 $3.37T AUM 44.26% 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

High Net Worth Advisory Group's NEE Position: Q2 2026 in Review

High Net Worth Advisory Group increased its NextEra Energy (NEE) stake by 62% in Q2 2026, buying an estimated $264K and bringing the position to 7,645 shares worth $671K. The position accounts for 0.14% of the portfolio, ranked #132.

High Net Worth Advisory Group first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $938K in Q4 2022. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • High Net Worth Advisory Group held 7,645 shares of NextEra Energy worth $671K as of Q2 2026.
  • High Net Worth Advisory Group bought 2,916 NextEra Energy shares in Q2 2026, an estimated $264K.
  • NextEra Energy made up 0.14% of High Net Worth Advisory Group's portfolio in Q2 2026, its #132 holding.
  • High Net Worth Advisory Group first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
  • High Net Worth Advisory Group's NextEra Energy position peaked at $938K in Q4 2022.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.