Outlook 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 | $464K | Buy |
5,283
+236
| +5% | +$21.3K | 0.1% | 195 |
|
|
2026
Q1 | $466K | Sell |
5,047
-97
| -2% | -$8.62K | 0.11% | 180 |
|
|
2025
Q4 | $413K | Buy |
5,144
+2,157
| +72% | +$179K | 0.09% | 185 |
|
|
2025
Q3 | $225K | Buy |
2,987
+44
| +1% | +$3.21K | 0.06% | 279 |
|
|
2025
Q2 | $204K | Hold |
2,943
| – | – | 0.05% | 266 |
|
|
2025
Q1 | $209K | Sell |
2,943
-5,301
| -64% | -$374K | 0.06% | 257 |
|
|
2024
Q4 | $591K | Sell |
8,244
-2
| -0% | -$155 | 0.17% | 120 |
|
|
2024
Q3 | $697K | Sell |
8,246
-75
| -0.9% | -$5.85K | 0.2% | 103 |
|
|
2024
Q2 | $589K | Sell |
8,321
-74
| -0.9% | -$5.25K | 0.18% | 114 |
|
|
2024
Q1 | $536K | Sell |
8,395
-3,080
| -27% | -$180K | 0.17% | 132 |
|
|
2023
Q4 | $697K | Sell |
11,475
-1,405
| -11% | -$80.1K | 0.24% | 87 |
|
|
2023
Q3 | $738K | Buy |
12,880
+300
| +2% | +$20.8K | 0.28% | 85 |
|
|
2023
Q2 | $933K | Sell |
12,580
-434
| -3% | -$32.9K | 0.35% | 65 |
|
|
2023
Q1 | $1M | Buy |
13,014
+23
| +0.2% | +$1.77K | 0.45% | 51 |
|
|
2022
Q4 | $1.09M | Buy |
12,991
+2,662
| +26% | +$215K | 0.52% | 45 |
|
|
2022
Q3 | $809K | Sell |
10,329
-137
| -1% | -$11.6K | 0.36% | 63 |
|
|
2022
Q2 | $811K | Buy |
10,466
+71
| +0.7% | +$5.41K | 0.33% | 77 |
|
|
2022
Q1 | $881K | Sell |
10,395
-64
| -0.6% | -$5.13K | 0.29% | 80 |
|
|
2021
Q4 | $976K | Buy |
10,459
+53
| +0.5% | +$4.58K | 0.29% | 77 |
|
|
2021
Q3 | $817K | Buy |
10,406
+91
| +0.9% | +$7.34K | 0.27% | 94 |
|
|
2021
Q2 | $756K | Sell |
10,315
-998
| -9% | -$74.9K | 0.24% | 101 |
|
|
2021
Q1 | $855K | Buy |
11,313
+1,228
| +12% | +$95.8K | 0.3% | 79 |
|
|
2020
Q4 | $778K | Buy |
10,085
+205
| +2% | +$15.3K | 0.28% | 86 |
|
|
2020
Q3 | $685K | Buy |
9,880
+1,004
| +11% | +$69.3K | 0.27% | 82 |
|
|
2020
Q2 | $533K | Sell |
8,876
-416
| -4% | -$24.9K | 0.23% | 93 |
|
|
2020
Q1 | $559K | Buy |
9,292
+2,272
| +32% | +$143K | 0.32% | 69 |
|
|
2019
Q4 | $425K | Buy |
7,020
+184
| +3% | +$10.7K | 0.24% | 77 |
|
|
2019
Q3 | $398K | Buy |
6,836
+224
| +3% | +$12.1K | 0.24% | 95 |
|
|
2019
Q2 | $339K | Buy |
6,612
+352
| +6% | +$17.3K | 0.22% | 114 |
|
|
2019
Q1 | $303K | Buy |
6,260
+700
| +13% | +$32K | 0.25% | 109 |
|
|
2018
Q4 | $242K | Buy |
+5,560
| New | +$243K | 0.11% | 159 |
|
Other funds holding NEE
Outlook Wealth Advisors's NEE Position: Q2 2026 in Review
Outlook Wealth Advisors increased its NextEra Energy (NEE) stake by 4.7% in Q2 2026, buying an estimated $21.3K and bringing the position to 5,283 shares worth $464K. The position accounts for 0.1% of the portfolio, ranked #195.
Outlook Wealth Advisors first reported a position in NEE in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.09M in Q4 2022. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Outlook Wealth Advisors held 5,283 shares of NextEra Energy worth $464K as of Q2 2026.
- Outlook Wealth Advisors bought 236 NextEra Energy shares in Q2 2026, an estimated $21.3K.
- NextEra Energy made up 0.1% of Outlook Wealth Advisors's portfolio in Q2 2026, its #195 holding.
- Outlook Wealth Advisors first reported a position in NextEra Energy in Q4 2018 and has held it in 31 quarters since.
- Outlook Wealth Advisors's NextEra Energy position peaked at $1.09M in Q4 2022.
- 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.