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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Primoris Wealth Advisors increased its NextEra Energy (NEE) stake by 3.7% in Q2 2026, buying an estimated $119K and bringing the position to 36,597 shares worth $3.21M. The position accounts for 1.46% of the portfolio, ranked #19.

Primoris Wealth Advisors first reported a position in NEE in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.28M in Q1 2026. 3,039 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Primoris Wealth Advisors held 36,597 shares of NextEra Energy worth $3.21M as of Q2 2026.
Primoris Wealth Advisors bought 1,317 NextEra Energy shares in Q2 2026, an estimated $119K.
NextEra Energy made up 1.46% of Primoris Wealth Advisors's portfolio in Q2 2026, its #19 holding.
Primoris Wealth Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 17 quarters since.
Primoris Wealth Advisors's NextEra Energy position peaked at $3.28M in Q1 2026.
3,039 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.