PCG Wealth Advisors’s NextEra Energy NEE Stock Holding History

PCG 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	–	Sell	-3,206	Closed	-$257K	–	170
2025 Q4	$257K	Buy	+3,206	New	+$266K	0.07%	136
2024 Q4	–	Sell	-4,572	Closed	-$386K	–	130
2024 Q3	$386K	Buy	+4,572	New	+$357K	0.15%	87
2022 Q4	–	Sell	-4,572	Closed	-$358K	–	139
2022 Q3	$358K	Buy	+4,572	New	+$388K	0.13%	89

Other funds holding NEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PCG Wealth Advisors's NEE Position: Q1 2026 in Review

PCG Wealth Advisors sold out of NextEra Energy (NEE) in Q1 2026, closing a stake of 3,206 shares — an estimated $257K sold.

PCG Wealth Advisors first reported a position in NEE in Q3 2022 and held it in 3 quarters. The position peaked at $386K in Q3 2024. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

PCG Wealth Advisors reported no remaining NextEra Energy position as of Q1 2026 after selling out during the quarter.
PCG Wealth Advisors sold 3,206 NextEra Energy shares in Q1 2026, an estimated $257K.
PCG Wealth Advisors first reported a position in NextEra Energy in Q3 2022 and held it in 3 quarters.
PCG Wealth Advisors's NextEra Energy position peaked at $386K in Q3 2024.
3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on PCG Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.