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 Q3	$210K	Sell	2,767 -121	-4%	-$10.2K	0.01%	311
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

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

Private Advisory Group reduced its NextEra Energy (NEE) stake by 4.2% in Q3 2026, selling an estimated $10.2K and leaving 2,767 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #311.

Private Advisory Group first reported a position in NEE in Q1 2021 and has held it in 14 quarters since. The position peaked at $1.7M in Q2 2023. 2,280 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Private Advisory Group held 2,767 shares of NextEra Energy worth $210K as of Q3 2026.
Private Advisory Group sold 121 NextEra Energy shares in Q3 2026, an estimated $10.2K.
NextEra Energy made up 0.01% of Private Advisory Group's portfolio in Q3 2026, its #311 holding.
Private Advisory Group first reported a position in NextEra Energy in Q1 2021 and has held it in 14 quarters since.
Private Advisory Group's NextEra Energy position peaked at $1.7M in Q2 2023.
2,280 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.