Provenance Wealth Advisors’s NextEra Energy NEE Stock Holding History

Provenance Wealth Advisors’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	$62.4K	Buy	711 +264	+59%	+$23.9K	0.01%	212
2026 Q1	$41.5K	Hold	447	–	–	﹤0.01%	217
2025 Q4	$35.9K	Hold	447	–	–	﹤0.01%	217
2025 Q3	$33.7K	Sell	447 -300	-40%	-$21.9K	﹤0.01%	241
2025 Q2	$51.9K	Sell	747 -3,126	-81%	-$217K	0.01%	211
2025 Q1	$275K	Sell	3,873 -14,230	-79%	-$1M	0.04%	107
2024 Q4	$1.3M	Buy	18,103 +17,120	+1,742%	+$1.33M	0.17%	38
2024 Q3	$83.1K	Hold	983	–	–	0.01%	206
2024 Q2	$69.6K	Hold	983	–	–	0.01%	197
2024 Q1	$62.8K	Sell	983 -58	-6%	-$3.4K	0.01%	210
2023 Q4	$63.2K	Buy	1,041 +464	+80%	+$26.4K	0.01%	192
2023 Q3	$33.1K	Buy	+577	New	+$39.9K	0.01%	200

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

Provenance Wealth Advisors's NEE Position: Q2 2026 in Review

Provenance Wealth Advisors increased its NextEra Energy (NEE) stake by 59% in Q2 2026, buying an estimated $23.9K and bringing the position to 711 shares worth $62.4K. The position accounts for 0.01% of the portfolio, ranked #212.

Provenance Wealth Advisors first reported a position in NEE in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.3M in Q4 2024. 3,023 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Provenance Wealth Advisors held 711 shares of NextEra Energy worth $62.4K as of Q2 2026.
Provenance Wealth Advisors bought 264 NextEra Energy shares in Q2 2026, an estimated $23.9K.
NextEra Energy made up 0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #212 holding.
Provenance Wealth Advisors first reported a position in NextEra Energy in Q3 2023 and has held it in 12 quarters since.
Provenance Wealth Advisors's NextEra Energy position peaked at $1.3M in Q4 2024.
3,023 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.