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 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 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

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

Phoenix Wealth Advisors reduced its NextEra Energy (NEE) stake by 4.4% in Q1 2026, selling an estimated $92K and leaving 22,510 shares worth $2.09M. The position accounts for 0.83% of the portfolio, ranked #33.

Phoenix Wealth Advisors first reported a position in NEE in Q4 2020 and has held it in 17 quarters since. The position peaked at $2.96M in Q4 2021. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Phoenix Wealth Advisors held 22,510 shares of NextEra Energy worth $2.09M as of Q1 2026.
Phoenix Wealth Advisors sold 1,035 NextEra Energy shares in Q1 2026, an estimated $92K.
NextEra Energy made up 0.83% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #33 holding.
Phoenix Wealth Advisors first reported a position in NextEra Energy in Q4 2020 and has held it in 17 quarters since.
Phoenix Wealth Advisors's NextEra Energy position peaked at $2.96M in Q4 2021.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.