Phoenix Wealth Advisors
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Phoenix Wealth Advisors’s NextEra Energy NEE Stock Holding History

Phoenix 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
Q3 		$1.65M Sell
21,831
-244
-1% -$20.6K 0.51% 40
2026
Q2 		$1.94M Sell
22,075
-435
-2% -$39.3K 0.65% 35
2026
Q1 		$2.09M Sell
22,510
-1,035
-4% -$92K 0.83% 33
2025
Q4 		$1.89M Sell
23,545
-336
-1% -$27.8K 0.73% 36
2025
Q3 		$1.8M Sell
23,881
-524
-2% -$38.3K 0.69% 41
2025
Q2 		$1.69M Sell
24,405
-372
-2% -$25.8K 0.71% 40
2025
Q1 		$1.76M Buy
24,777
+539
+2% +$38K 0.77% 39
2024
Q4 		$1.74M Sell
24,238
-22
-0.1% -$1.71K 0.75% 37
2024
Q3 		$2.05M Sell
24,260
-54
-0.2% -$4.21K 0.95% 35
2024
Q2 		$1.72M Buy
+24,314
New +$1.73M 0.86% 34
2023
Q1 		– Sell
-30,311
Closed -$2.53M – 110
2022
Q4 		$2.53M Sell
30,311
-370
-1% -$29.9K 1.52% 18
2022
Q3 		$2.41M Sell
30,681
-680
-2% -$57.7K 2.41% 15
2022
Q2 		$2.43M Sell
31,361
-1,150
-4% -$87.6K 2.39% 16
2022
Q1 		$2.81M Buy
32,511
+858
+3% +$68.8K 2.91% 14
2021
Q4 		$2.96M Buy
31,653
+2,128
+7% +$184K 2.23% 17
2021
Q3 		$2.32M Buy
29,525
+358
+1% +$28.9K 1.73% 21
2021
Q2 		$2.19M Buy
29,167
+1,805
+7% +$135K 1.58% 21
2021
Q1 		$2.07M Buy
27,362
+241
+0.9% +$18.8K 1.61% 25
2020
Q4 		$2.09M Buy
+27,121
New +$2.03M 1.59% 23

Other funds holding NEE

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Phoenix Wealth Advisors's NEE Position: Q3 2026 in Review

Phoenix Wealth Advisors reduced its NextEra Energy (NEE) stake by 1.1% in Q3 2026, selling an estimated $20.6K and leaving 21,831 shares worth $1.65M. The position accounts for 0.51% of the portfolio, ranked #40.

Phoenix Wealth Advisors first reported a position in NEE in Q4 2020 and has held it in 19 quarters since. The position peaked at $2.96M in Q4 2021. 1,541 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Phoenix Wealth Advisors held 21,831 shares of NextEra Energy worth $1.65M as of Q3 2026.
  • Phoenix Wealth Advisors sold 244 NextEra Energy shares in Q3 2026, an estimated $20.6K.
  • NextEra Energy made up 0.51% of Phoenix Wealth Advisors's portfolio in Q3 2026, its #40 holding.
  • Phoenix Wealth Advisors first reported a position in NextEra Energy in Q4 2020 and has held it in 19 quarters since.
  • Phoenix Wealth Advisors's NextEra Energy position peaked at $2.96M in Q4 2021.
  • 1,541 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.