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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Phoenix Wealth Advisors's NEE Position: Q2 2026 in Review

Phoenix Wealth Advisors reduced its NextEra Energy (NEE) stake by 1.9% in Q2 2026, selling an estimated $39.3K and leaving 22,075 shares worth $1.94M. The position accounts for 0.65% of the portfolio, ranked #35.

Phoenix Wealth Advisors first reported a position in NEE in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.96M in Q4 2021. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Phoenix Wealth Advisors held 22,075 shares of NextEra Energy worth $1.94M as of Q2 2026.
  • Phoenix Wealth Advisors sold 435 NextEra Energy shares in Q2 2026, an estimated $39.3K.
  • NextEra Energy made up 0.65% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #35 holding.
  • Phoenix Wealth Advisors first reported a position in NextEra Energy in Q4 2020 and has held it in 18 quarters since.
  • Phoenix Wealth Advisors's NextEra Energy position peaked at $2.96M in Q4 2021.
  • 3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.