Professional Advisory Services’s NextEra Energy NEE Stock Holding History

Professional Advisory Services’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	$434K	Hold	5,724	–	–	0.05%	65
2026 Q2	$502K	Hold	5,724	–	–	0.06%	61
2026 Q1	$532K	Hold	5,724	–	–	0.07%	57
2025 Q4	$460K	Hold	5,724	–	–	0.06%	60
2025 Q3	$432K	Hold	5,724	–	–	0.06%	63
2025 Q2	$397K	Sell	5,724 -900	-14%	-$62.5K	0.05%	62
2025 Q1	$470K	Hold	6,624	–	–	0.07%	57
2024 Q4	$475K	Hold	6,624	–	–	0.07%	53
2024 Q3	$560K	Hold	6,624	–	–	0.07%	54
2024 Q2	$469K	Sell	6,624 -126	-2%	-$8.94K	0.06%	54
2024 Q1	$431K	Buy	6,750 +126	+2%	+$7.38K	0.06%	55
2023 Q4	$402K	Hold	6,624	–	–	0.06%	54
2023 Q3	$379K	Hold	6,624	–	–	0.06%	54
2023 Q2	$492K	Hold	6,624	–	–	0.07%	49
2023 Q1	$511K	Hold	6,624	–	–	0.08%	49
2022 Q4	$554K	Hold	6,624	–	–	0.09%	48
2022 Q3	$519K	Hold	6,624	–	–	0.09%	44
2022 Q2	$513K	Hold	6,624	–	–	0.09%	46
2022 Q1	$561K	Hold	6,624	–	–	0.08%	47
2021 Q4	$618K	Hold	6,624	–	–	0.08%	45
2021 Q3	$520K	Sell	6,624 -2,700	-29%	-$218K	0.08%	46
2021 Q2	$683K	Hold	9,324	–	–	0.1%	41
2021 Q1	$705K	Hold	9,324	–	–	0.11%	41
2020 Q4	$719K	Sell	9,324 -320	-3%	-$23.9K	0.12%	39
2020 Q3	$669K	Sell	9,644 -560	-5%	-$38.7K	0.12%	37
2020 Q2	$613K	Buy	10,204 +6,824	+202%	+$408K	0.12%	38
2020 Q1	$203K	Hold	3,380	–	–	0.05%	61
2019 Q4	$205K	Buy	+3,380	New	+$197K	0.04%	68

Other funds holding NEE

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Professional Advisory Services's NEE Position: Q3 2026 in Review

Professional Advisory Services held its NextEra Energy (NEE) position steady in Q3 2026 at 5,724 shares worth $434K. The position accounts for 0.05% of the portfolio, ranked #65.

Professional Advisory Services first reported a position in NEE in Q4 2019 and has held it in 28 quarters since. The position peaked at $719K in Q4 2020. 155 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Professional Advisory Services held 5,724 shares of NextEra Energy worth $434K as of Q3 2026.
Professional Advisory Services left its NextEra Energy share count unchanged in Q3 2026.
NextEra Energy made up 0.05% of Professional Advisory Services's portfolio in Q3 2026, its #65 holding.
Professional Advisory Services first reported a position in NextEra Energy in Q4 2019 and has held it in 28 quarters since.
Professional Advisory Services's NextEra Energy position peaked at $719K in Q4 2020.
155 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Professional Advisory Services's 13F filing for Q3 2026, filed 8 Oct 2026.