JFS Wealth Advisors’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
Q2 | $422K | Sell |
4,813
-352
| -7% | -$31.8K | 0.02% | 246 |
|
|
2026
Q1 | $480K | Sell |
5,165
-1,453
| -22% | -$129K | 0.03% | 232 |
|
|
2025
Q4 | $531K | Sell |
6,618
-577
| -8% | -$47.8K | 0.03% | 220 |
|
|
2025
Q3 | $543K | Buy |
7,195
+2,938
| +69% | +$215K | 0.03% | 224 |
|
|
2025
Q2 | $296K | Sell |
4,257
-552
| -11% | -$38.3K | 0.02% | 260 |
|
|
2025
Q1 | $341K | Buy |
4,809
+221
| +5% | +$15.6K | 0.02% | 241 |
|
|
2024
Q4 | $329K | Buy |
4,588
+200
| +5% | +$15.5K | 0.02% | 238 |
|
|
2024
Q3 | $371K | Buy |
4,388
+1,243
| +40% | +$97K | 0.02% | 222 |
|
|
2024
Q2 | $223K | Sell |
3,145
-161
| -5% | -$11.4K | 0.02% | 232 |
|
|
2024
Q1 | $211K | Sell |
3,306
-178
| -5% | -$10.4K | 0.02% | 241 |
|
|
2023
Q4 | $212K | Buy |
3,484
+124
| +4% | +$7.07K | 0.02% | 229 |
|
|
2023
Q3 | $193K | Sell |
3,360
-362
| -10% | -$25.1K | 0.02% | 227 |
|
|
2023
Q2 | $276K | Buy |
3,722
+131
| +4% | +$9.92K | 0.02% | 187 |
|
|
2023
Q1 | $277K | Sell |
3,591
-209
| -6% | -$16.1K | 0.03% | 182 |
|
|
2022
Q4 | $318K | Sell |
3,800
-162
| -4% | -$13.1K | 0.03% | 174 |
|
|
2022
Q3 | $311K | Buy |
3,962
+213
| +6% | +$18.1K | 0.03% | 176 |
|
|
2022
Q2 | $290K | Sell |
3,749
-89
| -2% | -$6.78K | 0.03% | 177 |
|
|
2022
Q1 | $325K | Buy |
3,838
+156
| +4% | +$12.5K | 0.03% | 186 |
|
|
2021
Q4 | $344K | Buy |
3,682
+107
| +3% | +$9.25K | 0.03% | 183 |
|
|
2021
Q3 | $281K | Buy |
3,575
+1,578
| +79% | +$127K | 0.03% | 190 |
|
|
2021
Q2 | $146K | Sell |
1,997
-2,004
| -50% | -$150K | 0.02% | 192 |
|
|
2021
Q1 | $303K | Buy |
4,001
+37
| +0.9% | +$2.89K | 0.06% | 123 |
|
|
2020
Q4 | $306K | Hold |
3,964
| – | – | 0.06% | 121 |
|
|
2020
Q3 | $275K | Hold |
3,964
| – | – | 0.07% | 118 |
|
|
2020
Q2 | $238K | Hold |
3,964
| – | – | 0.06% | 124 |
|
|
2020
Q1 | $238K | Buy |
3,964
+828
| +26% | +$52K | 0.07% | 116 |
|
|
2019
Q4 | $190K | Hold |
3,136
| – | – | 0.05% | 145 |
|
|
2019
Q3 | $183K | Buy |
3,136
+28
| +0.9% | +$1.51K | 0.05% | 148 |
|
|
2019
Q2 | $159K | Hold |
3,108
| – | – | 0.04% | 155 |
|
|
2019
Q1 | $150K | Hold |
3,108
| – | – | 0.04% | 152 |
|
|
2018
Q4 | $135K | Hold |
3,108
| – | – | 0.04% | 156 |
|
|
2018
Q3 | $130K | Hold |
3,108
| – | – | 0.03% | 172 |
|
|
2018
Q2 | $130K | Buy |
3,108
+308
| +11% | +$12.4K | 0.03% | 169 |
|
|
2018
Q1 | $114K | Hold |
2,800
| – | – | 0.03% | 185 |
|
|
2017
Q4 | $109K | Hold |
2,800
| – | – | 0.03% | 194 |
|
|
2017
Q3 | $103K | Hold |
2,800
| – | – | 0.03% | 182 |
|
|
2017
Q2 | $98K | Hold |
2,800
| – | – | 0.03% | 174 |
|
|
2017
Q1 | $84K | Hold |
2,800
| – | – | 0.02% | 182 |
|
|
2016
Q4 | $84K | Hold |
2,800
| – | – | 0.02% | 182 |
|
|
2016
Q3 | $86K | Sell |
2,800
-18,400
| -87% | -$580K | 0.02% | 194 |
|
|
2016
Q2 | $691K | Buy |
21,200
+13,200
| +165% | +$396K | 0.19% | 80 |
|
|
2016
Q1 | $237K | Hold |
8,000
| – | – | 0.07% | 117 |
|
|
2015
Q4 | $208K | Sell |
8,000
-400
| -5% | -$10.1K | 0.06% | 131 |
|
|
2015
Q3 | $205K | Buy |
+8,400
| New | +$214K | 0.09% | 99 |
|
|
2014
Q2 | – | Sell |
-8,448
| Closed | -$202K | – | 486 |
|
|
2014
Q1 | $202K | Buy |
+8,448
| New | +$191K | 0.11% | 108 |
|
Other funds holding NEE
JFS Wealth Advisors's NEE Position: Q2 2026 in Review
JFS Wealth Advisors reduced its NextEra Energy (NEE) stake by 6.8% in Q2 2026, selling an estimated $31.8K and leaving 4,813 shares worth $422K. The position accounts for 0.02% of the portfolio, ranked #246.
JFS Wealth Advisors first reported a position in NEE in Q1 2014 and has held it in 45 quarters since. The position peaked at $691K in Q2 2016. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- JFS Wealth Advisors held 4,813 shares of NextEra Energy worth $422K as of Q2 2026.
- JFS Wealth Advisors sold 352 NextEra Energy shares in Q2 2026, an estimated $31.8K.
- NextEra Energy made up 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #246 holding.
- JFS Wealth Advisors first reported a position in NextEra Energy in Q1 2014 and has held it in 45 quarters since.
- JFS Wealth Advisors's NextEra Energy position peaked at $691K in Q2 2016.
- 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.