Primoris Wealth Advisors
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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
Q3 		$2.66M Sell
35,092
-1,505
-4% -$127K 1.24% 26
2026
Q2 		$3.21M Buy
36,597
+1,317
+4% +$119K 1.46% 19
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Primoris Wealth Advisors's NEE Position: Q3 2026 in Review

Primoris Wealth Advisors reduced its NextEra Energy (NEE) stake by 4.1% in Q3 2026, selling an estimated $127K and leaving 35,092 shares worth $2.66M. The position accounts for 1.24% of the portfolio, ranked #26.

Primoris Wealth Advisors first reported a position in NEE in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.28M in Q1 2026. 2,004 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Primoris Wealth Advisors held 35,092 shares of NextEra Energy worth $2.66M as of Q3 2026.
  • Primoris Wealth Advisors sold 1,505 NextEra Energy shares in Q3 2026, an estimated $127K.
  • NextEra Energy made up 1.24% of Primoris Wealth Advisors's portfolio in Q3 2026, its #26 holding.
  • Primoris Wealth Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 18 quarters since.
  • Primoris Wealth Advisors's NextEra Energy position peaked at $3.28M in Q1 2026.
  • 2,004 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Primoris Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.