Providence Wealth Advisors’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.77M | Buy |
41,733
+522
| +1% | +$46.4K | 3.67% | 7 |
|
|
2025
Q4 | $5.73M | Buy |
41,211
+425
| +1% | +$35.2K | 3.58% | 7 |
|
|
2025
Q3 | $6.02M | Sell |
40,786
-179
| -0.4% | -$13.1K | 3.8% | 6 |
|
|
2025
Q2 | $5.35M | Buy |
40,965
+722
| +2% | +$50.2K | 3.67% | 6 |
|
|
2025
Q1 | $3.65M | Buy |
40,243
+1,155
| +3% | +$81.5K | 2.76% | 10 |
|
|
2024
Q4 | $4.38M | Buy |
39,088
+558
| +1% | +$43.3K | 3.31% | 7 |
|
|
2024
Q3 | $4.35M | Buy |
38,530
+20,271
| +111% | +$1.58M | 3.22% | 7 |
|
|
2024
Q2 | $1.29M | Sell |
18,259
-1,027
| -5% | -$72.9K | 1.03% | 33 |
|
|
2024
Q1 | $2.85M | Buy |
19,286
+17,816
| +1,212% | +$1.04M | 2.43% | 8 |
|
|
2023
Q4 | $1.01M | Sell |
1,470
-16,729
| -92% | -$953K | 0.91% | 36 |
|
|
2023
Q3 | $1.51M | Buy |
18,199
+1,444
| +9% | +$100K | 1.68% | 19 |
|
|
2023
Q2 | $1.77M | Buy |
16,755
+387
| +2% | +$29.3K | 1.96% | 13 |
|
|
2023
Q1 | $1.55M | Buy |
16,368
+500
| +3% | +$38.5K | 1.14% | 29 |
|
|
2022
Q4 | $1.31M | Sell |
15,868
-45
| -0.3% | -$3.63K | 0.97% | 37 |
|
|
2022
Q3 | $1.25M | Sell |
15,913
-9,318
| -37% | -$790K | 0.94% | 36 |
|
|
2022
Q2 | $2M | Buy |
25,231
+871
| +4% | +$66.3K | 1.44% | 23 |
|
|
2022
Q1 | $2.09M | Buy |
24,360
+2,060
| +9% | +$165K | 1.34% | 21 |
|
|
2021
Q4 | $1.9M | Hold |
22,300
| – | – | 1.19% | 25 |
|
|
2021
Q3 | $1.77M | Buy |
22,300
+375
| +2% | +$30.2K | 1.23% | 24 |
|
|
2021
Q2 | $1.63M | Buy |
21,925
+130
| +0.6% | +$9.76K | 1.12% | 28 |
|
|
2021
Q1 | $1.65M | Buy |
21,795
+179
| +0.8% | +$14K | 1.21% | 25 |
|
|
2020
Q4 | $1.64M | Buy |
21,616
+100
| +0.5% | +$7.48K | 1.36% | 20 |
|
|
2020
Q3 | $1.49M | Sell |
21,516
-100
| -0.5% | -$6.9K | 1.47% | 20 |
|
|
2020
Q2 | $1.3M | Hold |
21,616
| – | – | 1.32% | 26 |
|
|
2020
Q1 | $1.21M | Sell |
21,616
-492
| -2% | -$30.9K | 1.46% | 24 |
|
|
2019
Q4 | $1.33M | Sell |
22,108
-2,200
| -9% | -$128K | 1.22% | 29 |
|
|
2019
Q3 | $1.42M | Buy |
24,308
+248
| +1% | +$13.4K | 1.26% | 28 |
|
|
2019
Q2 | $1.24M | Sell |
24,060
-20
| -0.1% | -$984 | 1.15% | 31 |
|
|
2019
Q1 | $1.16M | Sell |
24,080
-144
| -0.6% | -$6.58K | 1.09% | 34 |
|
|
2018
Q4 | $1.05M | Hold |
24,224
| – | – | 1.16% | 33 |
|
|
2018
Q3 | $1.01M | Buy |
24,224
+200
| +0.8% | +$8.51K | 0.93% | 38 |
|
|
2018
Q2 | $1M | Buy |
24,024
+200
| +0.8% | +$8.08K | 0.98% | 37 |
|
|
2018
Q1 | $967K | Buy |
+23,824
| New | +$919K | 1.43% | 26 |
|
Other funds holding NEE
VCM
VPM
Providence Wealth Advisors's NEE Position: Q1 2026 in Review
Providence Wealth Advisors increased its NextEra Energy (NEE) stake by 1.3% in Q1 2026, buying an estimated $46.4K and bringing the position to 41,733 shares worth $5.77M. The position accounts for 3.67% of the portfolio, ranked #7.
Providence Wealth Advisors first reported a position in NEE in Q1 2018 and has held it in 33 quarters since. The position peaked at $6.02M in Q3 2025. 3,028 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Providence Wealth Advisors held 41,733 shares of NextEra Energy worth $5.77M as of Q1 2026.
- Providence Wealth Advisors bought 522 NextEra Energy shares in Q1 2026, an estimated $46.4K.
- NextEra Energy made up 3.67% of Providence Wealth Advisors's portfolio in Q1 2026, its #7 holding.
- Providence Wealth Advisors first reported a position in NextEra Energy in Q1 2018 and has held it in 33 quarters since.
- Providence Wealth Advisors's NextEra Energy position peaked at $6.02M in Q3 2025.
- 3,028 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Providence Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.