Regal Investment 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 | $1.2M | Sell |
12,958
-653
| -5% | -$58.1K | 0.07% | 256 |
|
|
2025
Q4 | $1.09M | Buy |
13,611
+710
| +6% | +$58.8K | 0.07% | 259 |
|
|
2025
Q3 | $974K | Buy |
+12,901
| New | +$943K | 0.06% | 264 |
|
|
2024
Q4 | – | Sell |
-6,352
| Closed | -$537K | – | 498 |
|
|
2024
Q3 | $537K | Buy |
6,352
+2,849
| +81% | +$222K | 0.04% | 340 |
|
|
2024
Q2 | $248K | Buy |
3,503
+346
| +11% | +$24.5K | 0.02% | 500 |
|
|
2024
Q1 | $202K | Buy |
+3,157
| New | +$185K | 0.01% | 554 |
|
|
2023
Q3 | – | Sell |
-3,267
| Closed | -$242K | – | 521 |
|
|
2023
Q2 | $242K | Sell |
3,267
-295
| -8% | -$22.3K | 0.02% | 439 |
|
|
2023
Q1 | $275K | Buy |
3,562
+55
| +2% | +$4.23K | 0.02% | 420 |
|
|
2022
Q4 | $293K | Buy |
3,507
+31
| +0.9% | +$2.5K | 0.03% | 383 |
|
|
2022
Q3 | $273K | Buy |
3,476
+20
| +0.6% | +$1.7K | 0.03% | 383 |
|
|
2022
Q2 | $268K | Buy |
3,456
+439
| +15% | +$33.4K | 0.03% | 395 |
|
|
2022
Q1 | $255K | Sell |
3,017
-433
| -13% | -$34.7K | 0.02% | 449 |
|
|
2021
Q4 | $322K | Buy |
3,450
+140
| +4% | +$12.1K | 0.03% | 412 |
|
|
2021
Q3 | $260K | Buy |
3,310
+35
| +1% | +$2.82K | 0.03% | 454 |
|
|
2021
Q2 | $240K | Buy |
+3,275
| New | +$246K | 0.02% | 467 |
|
|
2021
Q1 | – | Sell |
-7,328
| Closed | -$565K | – | 285 |
|
|
2020
Q4 | $565K | Buy |
+7,328
| New | +$548K | 0.06% | 265 |
|
|
2020
Q3 | – | Sell |
-6,256
| Closed | -$376K | – | 175 |
|
|
2020
Q2 | $376K | Buy |
+6,256
| New | +$374K | 0.07% | 207 |
|
|
2020
Q1 | – | Sell |
-6,156
| Closed | -$373K | – | 207 |
|
|
2019
Q4 | $373K | Buy |
6,156
+2,000
| +48% | +$117K | 0.07% | 228 |
|
|
2019
Q3 | $242K | Buy |
+4,156
| New | +$225K | 0.05% | 273 |
|
|
2015
Q4 | – | Sell |
-3,472
| Closed | -$84K | – | 663 |
|
|
2015
Q3 | $84K | Sell |
3,472
-608
| -15% | -$15.5K | 0.02% | 373 |
|
|
2015
Q2 | $99K | Buy |
4,080
+200
| +5% | +$5.08K | 0.03% | 337 |
|
|
2015
Q1 | $101K | Buy |
+3,880
| New | +$102K | 0.03% | 337 |
|
|
2014
Q4 | – | Sell |
-600
| Closed | -$14K | – | 974 |
|
|
2014
Q3 | $14K | Hold |
600
| – | – | ﹤0.01% | 622 |
|
|
2014
Q2 | $15K | Hold |
600
| – | – | 0.01% | 597 |
|
|
2014
Q1 | $14K | Hold |
600
| – | – | 0.01% | 586 |
|
|
2013
Q4 | $13K | Sell |
600
-20
| -3% | -$422 | 0.01% | 543 |
|
|
2013
Q3 | $12K | Sell |
620
-44
| -7% | -$908 | 0.01% | 570 |
|
|
2013
Q2 | $14K | Buy |
+664
| New | +$13.2K | 0.01% | 526 |
|
Other funds holding NEE
VCM
VPM
Regal Investment Advisors's NEE Position: Q1 2026 in Review
Regal Investment Advisors reduced its NextEra Energy (NEE) stake by 4.8% in Q1 2026, selling an estimated $58.1K and leaving 12,958 shares worth $1.2M. The position accounts for 0.07% of the portfolio, ranked #256.
Regal Investment Advisors first reported a position in NEE in Q2 2013 and has held it in 28 quarters since. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Regal Investment Advisors held 12,958 shares of NextEra Energy worth $1.2M as of Q1 2026.
- Regal Investment Advisors sold 653 NextEra Energy shares in Q1 2026, an estimated $58.1K.
- NextEra Energy made up 0.07% of Regal Investment Advisors's portfolio in Q1 2026, its #256 holding.
- Regal Investment Advisors first reported a position in NextEra Energy in Q2 2013 and has held it in 28 quarters since.
- 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.