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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Private Advisor Group's NEE Position: Q2 2026 in Review

Private Advisor Group reduced its NextEra Energy (NEE) stake by 6.9% in Q2 2026, selling an estimated $1.67M and leaving 247,270 shares worth $21.7M. The position accounts for 0.1% of the portfolio, ranked #211.

Private Advisor Group first reported a position in NEE in Q4 2013 and has held it in 51 quarters since. The position peaked at $24.7M in Q1 2026. 3,040 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Private Advisor Group held 247,270 shares of NextEra Energy worth $21.7M as of Q2 2026.
  • Private Advisor Group sold 18,441 NextEra Energy shares in Q2 2026, an estimated $1.67M.
  • NextEra Energy made up 0.1% of Private Advisor Group's portfolio in Q2 2026, its #211 holding.
  • Private Advisor Group first reported a position in NextEra Energy in Q4 2013 and has held it in 51 quarters since.
  • Private Advisor Group's NextEra Energy position peaked at $24.7M in Q1 2026.
  • 3,040 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.