Primoris Wealth Advisors’s NextEra Energy NEE Stock Holding History

Primoris 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	$3.28M	Buy	35,280 +74	+0.2%	+$6.58K	2.3%	15
2025 Q4	$2.83M	Hold	35,206	–	–	1.69%	22
2025 Q3	$2.66M	Sell	35,206 -367	-1%	-$26.8K	1.69%	20
2025 Q2	$2.47M	Buy	35,573 +497	+1%	+$34.5K	1.69%	23
2025 Q1	$2.49M	Sell	35,076 -1,648	-4%	-$116K	1.92%	18
2024 Q4	$2.63M	Sell	36,724 -1,050	-3%	-$81.6K	2%	15
2024 Q3	$3.19M	Buy	37,774 +1,000	+3%	+$78K	2.32%	12
2024 Q2	$2.6M	Sell	36,774 -1,750	-5%	-$124K	2.08%	15
2024 Q1	$2.46M	Buy	38,524 +5,019	+15%	+$294K	1.97%	16
2023 Q4	$2.04M	Buy	+33,505	New	+$1.91M	1.92%	17
2023 Q2	–	Sell	-5,603	Closed	-$432K	–	70
2023 Q1	$432K	Sell	5,603 -74	-1%	-$5.69K	0.53%	44
2022 Q4	$475K	Buy	5,677 +306	+6%	+$24.7K	0.73%	35
2022 Q3	$422K	Sell	5,371 -121	-2%	-$10.3K	0.75%	37
2022 Q2	$425K	Buy	5,492 +121	+2%	+$9.21K	0.61%	42
2022 Q1	$456K	Buy	5,371 +300	+6%	+$24K	0.43%	47
2021 Q4	$473K	Buy	+5,071	New	+$438K	0.38%	57

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

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

Primoris Wealth Advisors increased its NextEra Energy (NEE) stake by 0.21% in Q1 2026, buying an estimated $6.58K and bringing the position to 35,280 shares worth $3.28M. The position accounts for 2.3% of the portfolio, ranked #15.

Primoris Wealth Advisors first reported a position in NEE in Q4 2021 and has held it in 16 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

Primoris Wealth Advisors held 35,280 shares of NextEra Energy worth $3.28M as of Q1 2026.
Primoris Wealth Advisors bought 74 NextEra Energy shares in Q1 2026, an estimated $6.58K.
NextEra Energy made up 2.3% of Primoris Wealth Advisors's portfolio in Q1 2026, its #15 holding.
Primoris Wealth Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 16 quarters since.
3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.