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Private Advisor Group’s NextEra Energy NEE Stock Holding History

Private Advisor Group’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
2023
Q4 		– Sell
-34,800
Closed -$19.9K – 2422
2023
Q3 		$19.9K Buy
+34,800
New +$2.41M ﹤0.01% 2110

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Private Advisor Group's NEE Position: Q1 2026 in Review

Private Advisor Group increased its NextEra Energy (NEE) stake by 2.7% in Q1 2026, buying an estimated $631K and bringing the position to 265,711 shares worth $24.7M. The position accounts for 0.12% of the portfolio, ranked #186.

Private Advisor Group first reported a position in NEE in Q4 2013 and has held it in 50 quarters since. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Private Advisor Group held 265,711 shares of NextEra Energy worth $24.7M as of Q1 2026.
  • Private Advisor Group bought 7,101 NextEra Energy shares in Q1 2026, an estimated $631K.
  • NextEra Energy made up 0.12% of Private Advisor Group's portfolio in Q1 2026, its #186 holding.
  • Private Advisor Group first reported a position in NextEra Energy in Q4 2013 and has held it in 50 quarters since.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.