IFG Advisory’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 | $9.1K | Sell |
98
-30,707
| -100% | -$2.73M | 0.03% | 259 |
|
|
2025
Q4 | $2.47M | Buy |
30,805
+1,026
| +3% | +$85K | 0.11% | 219 |
|
|
2025
Q3 | $2.25M | Buy |
29,779
+13,783
| +86% | +$1.01M | 0.1% | 219 |
|
|
2025
Q2 | $1.11M | Buy |
15,996
+237
| +2% | +$16.5K | 0.06% | 322 |
|
|
2025
Q1 | $1.12M | Buy |
15,759
+256
| +2% | +$18.1K | 0.06% | 297 |
|
|
2024
Q4 | $1.11M | Buy |
15,503
+1,100
| +8% | +$85.5K | 0.06% | 278 |
|
|
2024
Q3 | $1.22M | Buy |
14,403
+53
| +0.4% | +$4.14K | 0.08% | 253 |
|
|
2024
Q2 | $1.02M | Buy |
14,350
+190
| +1% | +$13.5K | 0.07% | 274 |
|
|
2024
Q1 | $905K | Buy |
14,160
+18
| +0.1% | +$1.05K | 0.07% | 261 |
|
|
2023
Q4 | $859K | Sell |
14,142
-1,123
| -7% | -$64K | 0.06% | 276 |
|
|
2023
Q3 | $875K | Buy |
15,265
+1,534
| +11% | +$106K | 0.07% | 248 |
|
|
2023
Q2 | $1.02M | Buy |
13,731
+442
| +3% | +$33.5K | 0.09% | 216 |
|
|
2023
Q1 | $1.02M | Buy |
13,289
+1,164
| +10% | +$89.5K | 0.1% | 210 |
|
|
2022
Q4 | $1.01M | Sell |
12,125
-3,341
| -22% | -$270K | 0.1% | 208 |
|
|
2022
Q3 | $1.21M | Buy |
15,466
+2,790
| +22% | +$237K | 0.11% | 188 |
|
|
2022
Q2 | $981K | Sell |
12,676
-1,467
| -10% | -$112K | 0.1% | 190 |
|
|
2022
Q1 | $1.2M | Sell |
14,143
-1,034
| -7% | -$82.9K | 0.12% | 184 |
|
|
2021
Q4 | $1.42M | Sell |
15,177
-281
| -2% | -$24.3K | 0.14% | 168 |
|
|
2021
Q3 | $1.21M | Buy |
15,458
+45
| +0.3% | +$3.63K | 0.13% | 179 |
|
|
2021
Q2 | $1.13M | Sell |
15,413
-846
| -5% | -$63.5K | 0.13% | 186 |
|
|
2021
Q1 | $1.23M | Buy |
16,259
+1,381
| +9% | +$108K | 0.15% | 159 |
|
|
2020
Q4 | $1.15M | Sell |
14,878
-1,434
| -9% | -$107K | 0.16% | 150 |
|
|
2020
Q3 | $1.13M | Sell |
16,312
-148
| -0.9% | -$10.2K | 0.18% | 130 |
|
|
2020
Q2 | $988K | Buy |
16,460
+1,532
| +10% | +$91.7K | 0.18% | 132 |
|
|
2020
Q1 | $898K | Sell |
14,928
-984
| -6% | -$61.9K | 0.2% | 121 |
|
|
2019
Q4 | $963K | Sell |
15,912
-212
| -1% | -$12.4K | 0.18% | 142 |
|
|
2019
Q3 | $939K | Sell |
16,124
-1,104
| -6% | -$59.7K | 0.18% | 140 |
|
|
2019
Q2 | $863K | Sell |
17,228
-184
| -1% | -$9.05K | 0.15% | 137 |
|
|
2019
Q1 | $828K | Sell |
17,412
-240
| -1% | -$11K | 0.16% | 138 |
|
|
2018
Q4 | $767K | Sell |
17,652
-5,116
| -22% | -$224K | 0.18% | 121 |
|
|
2018
Q3 | $954K | Sell |
22,768
-8,324
| -27% | -$354K | 0.18% | 122 |
|
|
2018
Q2 | $1.1M | Buy |
31,092
+4,176
| +16% | +$169K | 0.23% | 105 |
|
|
2018
Q1 | $973K | Sell |
26,916
-344
| -1% | -$13.3K | 0.22% | 110 |
|
|
2017
Q4 | $956K | Buy |
+27,260
| New | +$1.05M | 0.22% | 112 |
|
Other funds holding NEE
VCM
VPM
IFG Advisory's NEE Position: Q1 2026 in Review
IFG Advisory reduced its NextEra Energy (NEE) stake by 100% in Q1 2026, selling an estimated $2.73M and leaving 98 shares worth $9.1K. The position accounts for 0.03% of the portfolio, ranked #259.
IFG Advisory first reported a position in NEE in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.47M in Q4 2025. 3,029 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- IFG Advisory held 98 shares of NextEra Energy worth $9.1K as of Q1 2026.
- IFG Advisory sold 30,707 NextEra Energy shares in Q1 2026, an estimated $2.73M.
- NextEra Energy made up 0.03% of IFG Advisory's portfolio in Q1 2026, its #259 holding.
- IFG Advisory first reported a position in NextEra Energy in Q4 2017 and has held it in 34 quarters since.
- IFG Advisory's NextEra Energy position peaked at $2.47M in Q4 2025.
- 3,029 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.