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Physician Wealth Advisors’s NextEra Energy NEE Stock Holding History

Physician 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 		$63.1K Sell
719
-245
-25% -$22.2K 0.01% 388
2026
Q1 		$89.6K Buy
964
+123
+15% +$10.9K 0.01% 301
2025
Q4 		$67.5K Buy
841
+58
+7% +$4.8K 0.01% 333
2025
Q3 		$59.1K Buy
783
+341
+77% +$24.9K 0.01% 346
2025
Q2 		$30.7K Buy
442
+70
+19% +$4.86K ﹤0.01% 430
2025
Q1 		$26.4K Sell
372
-58
-13% -$4.09K ﹤0.01% 441
2024
Q4 		$30.8K Buy
+430
New +$33.4K 0.01% 421

Other funds holding NEE

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

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

Physician Wealth Advisors reduced its NextEra Energy (NEE) stake by 25% in Q2 2026, selling an estimated $22.2K and leaving 719 shares worth $63.1K. The position accounts for 0.01% of the portfolio, ranked #388.

Physician Wealth Advisors first reported a position in NEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $89.6K in Q1 2026. 1,536 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Physician Wealth Advisors held 719 shares of NextEra Energy worth $63.1K as of Q2 2026.
  • Physician Wealth Advisors sold 245 NextEra Energy shares in Q2 2026, an estimated $22.2K.
  • NextEra Energy made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #388 holding.
  • Physician Wealth Advisors first reported a position in NextEra Energy in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's NextEra Energy position peaked at $89.6K in Q1 2026.
  • 1,536 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.