LVW Advisors
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LVW Advisors’s NextEra Energy NEE Stock Holding History

LVW Advisors’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
Q3 		$1.18M Sell
15,565
-1,132
-7% -$95.8K 0.1% 135
2026
Q2 		$1.47M Sell
16,697
-2,385
-12% -$216K 0.13% 100
2026
Q1 		$1.77M Sell
19,082
-285
-1% -$25.3K 0.17% 69
2025
Q4 		$1.55M Buy
19,367
+3,078
+19% +$255K 0.16% 80
2025
Q3 		$1.23M Buy
16,289
+2,925
+22% +$214K 0.13% 88
2025
Q2 		$928K Buy
13,364
+2,258
+20% +$157K 0.1% 119
2025
Q1 		$787K Buy
11,106
+3,892
+54% +$275K 0.09% 126
2024
Q4 		$517K Buy
7,214
+4,792
+198% +$372K 0.06% 183
2024
Q3 		$205K Buy
+2,422
New +$189K 0.03% 301
2024
Q1 		– Sell
-5,057
Closed -$307K – 292
2023
Q4 		$307K Sell
5,057
-12,262
-71% -$699K 0.06% 205
2023
Q3 		$992K Sell
17,319
-19,370
-53% -$1.34M 0.2% 80
2023
Q2 		$2.72M Sell
36,689
-2,530
-6% -$192K 0.52% 51
2023
Q1 		$3.02M Buy
39,219
+1,708
+5% +$131K 0.59% 47
2022
Q4 		$3.14M Sell
37,511
-103
-0.3% -$8.32K 0.64% 48
2022
Q3 		$2.95M Buy
37,614
+659
+2% +$55.9K 0.66% 43
2022
Q2 		$2.86M Buy
36,955
+1,870
+5% +$142K 0.58% 51
2022
Q1 		$2.97M Buy
+35,085
New +$2.81M 0.5% 55
2017
Q1 		– Sell
-8,604
Closed -$257K – 133
2016
Q4 		$257K Sell
8,604
-60
-0.7% -$1.79K 0.09% 124
2016
Q3 		$265K Hold
8,664
– – 0.09% 116
2016
Q2 		$282K Sell
8,664
-1,232
-12% -$37K 0.11% 106
2016
Q1 		$293K Sell
9,896
-2,084
-17% -$58.5K 0.09% 113
2015
Q4 		$311K Sell
11,980
-3,996
-25% -$101K 0.12% 106
2015
Q3 		$390K Sell
15,976
-508
-3% -$12.9K 0.18% 89
2015
Q2 		$404K Sell
16,484
-100
-0.6% -$2.54K 0.17% 86
2015
Q1 		$431K Sell
16,584
-100
-0.6% -$2.64K 0.21% 84
2014
Q4 		$443K Buy
+16,684
New +$421K 0.24% 81

Other funds holding NEE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

LVW Advisors's NEE Position: Q3 2026 in Review

LVW Advisors reduced its NextEra Energy (NEE) stake by 6.8% in Q3 2026, selling an estimated $95.8K and leaving 15,565 shares worth $1.18M. The position accounts for 0.1% of the portfolio, ranked #135.

LVW Advisors first reported a position in NEE in Q4 2014 and has held it in 26 quarters since. The position peaked at $3.14M in Q4 2022. 1,258 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • LVW Advisors held 15,565 shares of NextEra Energy worth $1.18M as of Q3 2026.
  • LVW Advisors sold 1,132 NextEra Energy shares in Q3 2026, an estimated $95.8K.
  • NextEra Energy made up 0.1% of LVW Advisors's portfolio in Q3 2026, its #135 holding.
  • LVW Advisors first reported a position in NextEra Energy in Q4 2014 and has held it in 26 quarters since.
  • LVW Advisors's NextEra Energy position peaked at $3.14M in Q4 2022.
  • 1,258 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.