RIA Advisory Group’s NextEra Energy NEE Stock Holding History

RIA Advisory 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 Q3	$213K	Sell	2,816 -1,841	-40%	-$156K	0.06%	124
2026 Q2	$409K	Buy	4,657 +602	+15%	+$54.5K	0.09%	104
2026 Q1	$377K	Buy	+4,055	New	+$361K	0.09%	104
2025 Q3	–	Sell	-3,001	Closed	-$208K	–	156
2025 Q2	$208K	Sell	3,001 -382	-11%	-$26.5K	0.06%	124
2025 Q1	$240K	Sell	3,383 -2,782	-45%	-$196K	0.08%	122
2024 Q4	$442K	Sell	6,165 -131	-2%	-$10.2K	0.15%	82
2024 Q3	$532K	Buy	+6,296	New	+$491K	0.19%	64

Other funds holding NEE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

RIA Advisory Group's NEE Position: Q3 2026 in Review

RIA Advisory Group reduced its NextEra Energy (NEE) stake by 40% in Q3 2026, selling an estimated $156K and leaving 2,816 shares worth $213K. The position accounts for 0.06% of the portfolio, ranked #124.

RIA Advisory Group first reported a position in NEE in Q3 2024 and has held it in 7 quarters since. The position peaked at $532K in Q3 2024. 1,733 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

RIA Advisory Group held 2,816 shares of NextEra Energy worth $213K as of Q3 2026.
RIA Advisory Group sold 1,841 NextEra Energy shares in Q3 2026, an estimated $156K.
NextEra Energy made up 0.06% of RIA Advisory Group's portfolio in Q3 2026, its #124 holding.
RIA Advisory Group first reported a position in NextEra Energy in Q3 2024 and has held it in 7 quarters since.
RIA Advisory Group's NextEra Energy position peaked at $532K in Q3 2024.
1,733 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on RIA Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.