N.E.W. Advisory Services’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
$482K Buy
5,494
+51
+0.9% +$4.61K 0.03% 143
2026
Q1
$506K Buy
5,443
+2,833
+109% +$252K 0.04% 135
2025
Q4
$210K Buy
2,610
+634
+32% +$52.5K 0.02% 201
2025
Q3
$149K Buy
1,976
+1
+0.1% +$73 0.01% 214
2025
Q2
$137K Sell
1,975
-745
-27% -$51.7K 0.01% 217
2025
Q1
$193K Buy
+2,720
New +$192K 0.01% 207
2024
Q4
Sell
-3,276
Closed -$277K 194
2024
Q3
$277K Buy
3,276
+262
+9% +$20.4K 0.03% 158
2024
Q2
$213K Buy
+3,014
New +$214K 0.02% 169
2023
Q3
Sell
-3,710
Closed -$275K 154
2023
Q2
$275K Sell
3,710
-1,183
-24% -$89.6K 0.04% 112
2023
Q1
$377K Sell
4,893
-181
-4% -$13.9K 0.05% 94
2022
Q4
$424K Buy
5,074
+267
+6% +$21.6K 0.07% 88
2022
Q3
$377K Sell
4,807
-100
-2% -$8.48K 0.07% 83
2022
Q2
$380K Buy
4,907
+47
+1% +$3.58K 0.07% 83
2022
Q1
$367K Sell
4,860
-864
-15% -$69.2K 0.07% 93
2021
Q4
$534K Hold
5,724
0.08% 79
2021
Q3
$449K Buy
5,724
+120
+2% +$9.68K 0.07% 85
2021
Q2
$411K Buy
5,604
+744
+15% +$55.8K 0.07% 92
2021
Q1
$367K Buy
4,860
+768
+19% +$59.9K 0.07% 94
2020
Q4
$315K Buy
+4,092
New +$306K 0.07% 107

Other funds holding NEE

N.E.W. Advisory Services's NEE Position: Q2 2026 in Review

N.E.W. Advisory Services increased its NextEra Energy (NEE) stake by 0.94% in Q2 2026, buying an estimated $4.61K and bringing the position to 5,494 shares worth $482K. The position accounts for 0.03% of the portfolio, ranked #143.

N.E.W. Advisory Services first reported a position in NEE in Q4 2020 and has held it in 19 quarters since. The position peaked at $534K in Q4 2021. 2,200 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • N.E.W. Advisory Services held 5,494 shares of NextEra Energy worth $482K as of Q2 2026.
  • N.E.W. Advisory Services bought 51 NextEra Energy shares in Q2 2026, an estimated $4.61K.
  • NextEra Energy made up 0.03% of N.E.W. Advisory Services's portfolio in Q2 2026, its #143 holding.
  • N.E.W. Advisory Services first reported a position in NextEra Energy in Q4 2020 and has held it in 19 quarters since.
  • N.E.W. Advisory Services's NextEra Energy position peaked at $534K in Q4 2021.
  • 2,200 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.