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Northstar Advisory Group’s NextEra Energy NEE Stock Holding History

Northstar 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 		$448K Hold
5,102
– – 0.14% 88
2026
Q1 		$474K Buy
5,102
+16
+0.3% +$1.42K 0.18% 84
2025
Q4 		$408K Hold
5,086
– – 0.15% 87
2025
Q3 		$384K Sell
5,086
-294
-5% -$21.5K 0.16% 87
2025
Q2 		$374K Hold
5,380
– – 0.18% 79
2025
Q1 		$381K Sell
5,380
-7,568
-58% -$534K 0.25% 73
2024
Q4 		$928K Sell
12,948
-92
-0.7% -$7.15K 0.47% 46
2024
Q3 		$1.1M Buy
13,040
+2,169
+20% +$169K 0.57% 47
2024
Q2 		$770K Buy
10,871
+2,587
+31% +$184K 0.44% 48
2024
Q1 		$618K Buy
8,284
+3,485
+73% +$204K 0.37% 50
2023
Q4 		$292K Hold
4,799
– – 0.17% 72
2023
Q3 		$275K Buy
4,799
+1
+0% +$69 0.2% 73
2023
Q2 		$356K Buy
4,798
+99
+2% +$7.5K 0.23% 64
2023
Q1 		$362K Sell
4,699
-3,034
-39% -$233K 0.27% 64
2022
Q4 		$647K Buy
7,733
+17
+0.2% +$1.37K 0.51% 40
2022
Q3 		$605K Buy
7,716
+7
+0.1% +$594 0.54% 37
2022
Q2 		$597K Sell
7,709
-1,992
-21% -$152K 0.44% 35
2022
Q1 		$822K Sell
9,701
-46
-0.5% -$3.69K 0.53% 45
2021
Q4 		$910K Buy
+9,747
New +$842K 0.54% 37
2021
Q3 		– Sell
-9,065
Closed -$664K – 93
2021
Q2 		$664K Buy
9,065
+724
+9% +$54.3K 0.42% 50
2021
Q1 		$631K Buy
8,341
+671
+9% +$52.4K 0.48% 48
2020
Q4 		$592K Buy
+7,670
New +$574K 0.5% 46

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Northstar Advisory Group's NEE Position: Q2 2026 in Review

Northstar Advisory Group held its NextEra Energy (NEE) position steady in Q2 2026 at 5,102 shares worth $448K. The position accounts for 0.14% of the portfolio, ranked #88.

Northstar Advisory Group first reported a position in NEE in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.1M in Q3 2024. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Northstar Advisory Group held 5,102 shares of NextEra Energy worth $448K as of Q2 2026.
  • Northstar Advisory Group left its NextEra Energy share count unchanged in Q2 2026.
  • NextEra Energy made up 0.14% of Northstar Advisory Group's portfolio in Q2 2026, its #88 holding.
  • Northstar Advisory Group first reported a position in NextEra Energy in Q4 2020 and has held it in 22 quarters since.
  • Northstar Advisory Group's NextEra Energy position peaked at $1.1M in Q3 2024.
  • 1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.