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Paces Ferry Wealth Advisors’s NextEra Energy NEE Stock Holding History

Paces Ferry Wealth 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
Q1 		$260K Sell
2,797
-21
-0.7% -$1.87K 0.11% 113
2025
Q4 		$226K Sell
2,818
-52
-2% -$4.31K 0.09% 118
2025
Q3 		$217K Sell
2,870
-265
-8% -$19.4K 0.09% 119
2025
Q2 		$218K Sell
3,135
-261
-8% -$18.1K 0.1% 112
2025
Q1 		$241K Sell
3,396
-50
-1% -$3.53K 0.12% 106
2024
Q4 		$247K Sell
3,446
-61
-2% -$4.74K 0.12% 109
2024
Q3 		$296K Sell
3,507
-7
-0.2% -$546 0.17% 89
2024
Q2 		$249K Hold
3,514
– – 0.15% 95
2024
Q1 		$225K Buy
+3,514
New +$206K 0.14% 100
2023
Q4 		– Sell
-3,577
Closed -$205K – 112
2023
Q3 		$205K Sell
3,577
-915
-20% -$63.3K 0.16% 99
2023
Q2 		$333K Sell
4,492
-174
-4% -$13.2K 0.25% 75
2023
Q1 		$360K Buy
4,666
+238
+5% +$18.3K 0.29% 74
2022
Q4 		$370K Buy
4,428
+47
+1% +$3.8K 0.36% 66
2022
Q3 		$344K Buy
4,381
+17
+0.4% +$1.44K 0.38% 63
2022
Q2 		$338K Buy
4,364
+607
+16% +$46.2K 0.33% 69
2022
Q1 		$318K Buy
3,757
+60
+2% +$4.81K 0.25% 79
2021
Q4 		$345K Sell
3,697
-89
-2% -$7.69K 0.25% 82
2021
Q3 		$297K Sell
3,786
-172
-4% -$13.9K 0.24% 86
2021
Q2 		$290K Buy
3,958
+174
+5% +$13.1K 0.22% 90
2021
Q1 		$286K Sell
3,784
-28
-0.7% -$2.19K 0.25% 88
2020
Q4 		$294K Sell
3,812
-56
-1% -$4.19K 0.27% 79
2020
Q3 		$268K Buy
+3,868
New +$267K 0.23% 80

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Paces Ferry Wealth Advisors's NEE Position: Q1 2026 in Review

Paces Ferry Wealth Advisors reduced its NextEra Energy (NEE) stake by 0.75% in Q1 2026, selling an estimated $1.87K and leaving 2,797 shares worth $260K. The position accounts for 0.11% of the portfolio, ranked #113.

Paces Ferry Wealth Advisors first reported a position in NEE in Q3 2020 and has held it in 22 quarters since. The position peaked at $370K in Q4 2022. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Paces Ferry Wealth Advisors held 2,797 shares of NextEra Energy worth $260K as of Q1 2026.
  • Paces Ferry Wealth Advisors sold 21 NextEra Energy shares in Q1 2026, an estimated $1.87K.
  • NextEra Energy made up 0.11% of Paces Ferry Wealth Advisors's portfolio in Q1 2026, its #113 holding.
  • Paces Ferry Wealth Advisors first reported a position in NextEra Energy in Q3 2020 and has held it in 22 quarters since.
  • Paces Ferry Wealth Advisors's NextEra Energy position peaked at $370K in Q4 2022.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.