Private Advisory Group’s NextEra Energy NEE Stock Holding History

Private Advisory 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
2026 Q2	$253K	Buy	+2,888	New	+$261K	0.01%	272
2024 Q1	–	Sell	-21,648	Closed	-$1.31M	–	203
2023 Q4	$1.31M	Sell	21,648 -1,897	-8%	-$108K	0.23%	85
2023 Q3	$1.35M	Buy	23,545 +668	+3%	+$46.2K	0.27%	86
2023 Q2	$1.7M	Buy	22,877 +2,003	+10%	+$152K	0.34%	75
2023 Q1	$1.61M	Buy	20,874 +1,399	+7%	+$108K	0.34%	69
2022 Q4	$1.63M	Sell	19,475 -947	-5%	-$76.5K	0.36%	68
2022 Q3	$1.6M	Buy	20,422 +9,282	+83%	+$787K	0.37%	68
2022 Q2	$863K	Buy	11,140 +711	+7%	+$54.1K	0.2%	87
2022 Q1	$883K	Buy	10,429 +2,387	+30%	+$191K	0.17%	92
2021 Q4	$751K	Buy	8,042 +1,264	+19%	+$109K	0.14%	93
2021 Q3	$532K	Buy	6,778 +353	+5%	+$28.5K	0.13%	92
2021 Q2	$471K	Buy	6,425 +2,178	+51%	+$163K	0.12%	94
2021 Q1	$321K	Buy	+4,247	New	+$331K	0.09%	110

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

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

Private Advisory Group opened a new position in NextEra Energy (NEE) in Q2 2026: 2,888 shares worth $253K. The stake represents 0.01% of the portfolio and ranks #272 among its holdings. This is a return to the name: Private Advisory Group previously reported a position in NEE as recently as Q4 2023.

Private Advisory Group first reported a position in NEE in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.7M in Q2 2023. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Private Advisory Group held 2,888 shares of NextEra Energy worth $253K as of Q2 2026.
NextEra Energy was a new Private Advisory Group position in Q2 2026.
NextEra Energy made up 0.01% of Private Advisory Group's portfolio in Q2 2026, its #272 holding.
Private Advisory Group first reported a position in NextEra Energy in Q1 2021 and has held it in 13 quarters since.
Private Advisory Group's NextEra Energy position peaked at $1.7M in Q2 2023.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.