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ProVise Management Group’s NextEra Energy NEE Stock Holding History

ProVise Management 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 		$233K Sell
2,655
-1,198
-31% -$108K 0.02% 255
2026
Q1 		$358K Buy
3,853
+8
+0.2% +$711 0.03% 198
2025
Q4 		$309K Buy
+3,845
New +$318K 0.02% 212
2023
Q3 		– Sell
-2,846
Closed -$211K – 354
2023
Q2 		$211K Sell
2,846
-567
-17% -$42.9K 0.02% 322
2023
Q1 		$263K Buy
3,413
+791
+30% +$60.8K 0.03% 296
2022
Q4 		$219K Sell
2,622
-21
-0.8% -$1.7K 0.02% 293
2022
Q3 		$207K Buy
+2,643
New +$224K 0.02% 292
2022
Q2 		– Sell
-2,480
Closed -$210K – 357
2022
Q1 		$210K Sell
2,480
-2,861
-54% -$229K 0.02% 351
2021
Q4 		$499K Sell
5,341
-20
-0.4% -$1.73K 0.05% 240
2021
Q3 		$421K Sell
5,361
-836
-13% -$67.4K 0.04% 244
2021
Q2 		$454K Buy
6,197
+583
+10% +$43.8K 0.05% 237
2021
Q1 		$424K Buy
5,614
+1,631
+41% +$127K 0.05% 234
2020
Q4 		$307K Buy
3,983
+783
+24% +$58.6K 0.04% 259
2020
Q3 		$222K Sell
3,200
-896
-22% -$61.9K 0.03% 260
2020
Q2 		$246K Sell
4,096
-4,316
-51% -$258K 0.04% 244
2020
Q1 		$506K Sell
8,412
-2,348
-22% -$148K 0.08% 172
2019
Q4 		$651K Sell
10,760
-3,176
-23% -$185K 0.08% 177
2019
Q3 		$812K Sell
13,936
-440
-3% -$23.8K 0.11% 156
2019
Q2 		$736K Buy
14,376
+2,596
+22% +$128K 0.1% 164
2019
Q1 		$569K Buy
11,780
+2,892
+33% +$132K 0.08% 182
2018
Q4 		$386K Buy
+8,888
New +$389K 0.06% 211

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ProVise Management Group's NEE Position: Q2 2026 in Review

ProVise Management Group reduced its NextEra Energy (NEE) stake by 31% in Q2 2026, selling an estimated $108K and leaving 2,655 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #255.

ProVise Management Group first reported a position in NEE in Q4 2018 and has held it in 21 quarters since. The position peaked at $812K in Q3 2019. 3,030 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • ProVise Management Group held 2,655 shares of NextEra Energy worth $233K as of Q2 2026.
  • ProVise Management Group sold 1,198 NextEra Energy shares in Q2 2026, an estimated $108K.
  • NextEra Energy made up 0.02% of ProVise Management Group's portfolio in Q2 2026, its #255 holding.
  • ProVise Management Group first reported a position in NextEra Energy in Q4 2018 and has held it in 21 quarters since.
  • ProVise Management Group's NextEra Energy position peaked at $812K in Q3 2019.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on ProVise Management Group's 13F filing for Q2 2026, filed 3 Aug 2026.