Private Advisor Group
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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

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

Private Advisor Group's NEE Position: Q3 2026 in Review

Private Advisor Group increased its NextEra Energy (NEE) stake by 31% in Q3 2026, buying an estimated $6.51M and bringing the position to 324,277 shares worth $24.6M. The position accounts for 0.08% of the portfolio, ranked #250.

Private Advisor Group first reported a position in NEE in Q4 2013 and has held it in 52 quarters since. The position peaked at $24.7M in Q1 2026. 2,004 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Private Advisor Group held 324,277 shares of NextEra Energy worth $24.6M as of Q3 2026.
  • Private Advisor Group bought 77,007 NextEra Energy shares in Q3 2026, an estimated $6.51M.
  • NextEra Energy made up 0.08% of Private Advisor Group's portfolio in Q3 2026, its #250 holding.
  • Private Advisor Group first reported a position in NextEra Energy in Q4 2013 and has held it in 52 quarters since.
  • Private Advisor Group's NextEra Energy position peaked at $24.7M in Q1 2026.
  • 2,004 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.