Prime Capital Investment Advisors’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.86M Buy
84,593
+1,863
+2% +$166K 0.09% 170
2025
Q4
$6.64M Buy
82,730
+8,018
+11% +$664K 0.08% 169
2025
Q3
$5.64M Buy
74,712
+14,682
+24% +$1.07M 0.07% 185
2025
Q2
$4.17M Sell
60,030
-26,458
-31% -$1.84M 0.06% 225
2025
Q1
$6.13M Buy
86,488
+13,420
+18% +$947K 0.07% 194
2024
Q4
$5.24M Buy
73,068
+14,238
+24% +$1.11M 0.08% 175
2024
Q3
$4.97M Sell
58,830
-4,924
-8% -$384K 0.07% 189
2024
Q2
$4.51M Sell
63,754
-10,164
-14% -$721K 0.07% 199
2024
Q1
$4.72M Sell
73,918
-118,219
-62% -$6.93M 0.07% 208
2023
Q4
$11.7M Sell
192,137
-36,610
-16% -$2.09M 0.18% 110
2023
Q3
$13.1M Buy
228,747
+40,374
+21% +$2.79M 0.27% 77
2023
Q2
$14M Buy
188,373
+36,687
+24% +$2.78M 0.28% 77
2023
Q1
$11.7M Sell
151,686
-12,991
-8% -$999K 0.48% 45
2022
Q4
$13.8M Buy
164,677
+40,879
+33% +$3.3M 0.52% 47
2022
Q3
$9.71M Buy
123,798
+91,289
+281% +$7.74M 0.56% 39
2022
Q2
$2.52M Sell
32,509
-1,788
-5% -$136K 0.15% 115
2022
Q1
$3.2M Sell
34,297
-608
-2% -$48.7K 0.18% 96
2021
Q4
$3.26M Buy
34,905
+5,909
+20% +$511K 0.17% 103
2021
Q3
$2.28M Sell
28,996
-1,172
-4% -$94.5K 0.14% 122
2021
Q2
$2.21M Buy
30,168
+9,153
+44% +$687K 0.13% 140
2021
Q1
$1.59M Sell
21,015
-2,284
-10% -$178K 0.11% 139
2020
Q4
$1.8M Buy
23,299
+2,703
+13% +$202K 0.14% 125
2020
Q3
$1.43M Sell
20,596
-90,224
-81% -$6.23M 0.12% 139
2020
Q2
$6.65M Buy
110,820
+9,864
+10% +$590K 0.62% 23
2020
Q1
$6.07M Buy
100,956
+28,616
+40% +$1.8M 0.72% 19
2019
Q4
$4.38M Sell
72,340
-10,260
-12% -$599K 0.5% 37
2019
Q3
$4.81M Buy
82,600
+81,800
+10,225% +$4.43M 0.74% 34
2019
Q2
$41K Hold
800
0.01% 258
2019
Q1
$39K Sell
800
-1,720
-68% -$78.6K 0.01% 208
2018
Q4
$110K Buy
2,520
+860
+52% +$37.6K 0.04% 133
2018
Q3
$70K Buy
1,660
+1,060
+177% +$45.1K 0.02% 182
2018
Q2
$25K Buy
+600
New +$24.2K 0.01% 231

Other funds holding NEE

Prime Capital Investment Advisors's NEE Position: Q1 2026 in Review

Prime Capital Investment Advisors increased its NextEra Energy (NEE) stake by 2.3% in Q1 2026, buying an estimated $166K and bringing the position to 84,593 shares worth $7.86M. The position accounts for 0.09% of the portfolio, ranked #170.

Prime Capital Investment Advisors first reported a position in NEE in Q2 2018 and has held it in 32 quarters since. The position peaked at $14M in Q2 2023. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Prime Capital Investment Advisors held 84,593 shares of NextEra Energy worth $7.86M as of Q1 2026.
  • Prime Capital Investment Advisors bought 1,863 NextEra Energy shares in Q1 2026, an estimated $166K.
  • NextEra Energy made up 0.09% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #170 holding.
  • Prime Capital Investment Advisors first reported a position in NextEra Energy in Q2 2018 and has held it in 32 quarters since.
  • Prime Capital Investment Advisors's NextEra Energy position peaked at $14M in Q2 2023.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.