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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RIA Advisory Group's NEE Position: Q1 2026 in Review

RIA Advisory Group opened a new position in NextEra Energy (NEE) in Q1 2026: 4,055 shares worth $377K. The stake represents 0.09% of the portfolio and ranks #104 among its holdings. This is a return to the name: RIA Advisory Group previously reported a position in NEE as recently as Q2 2025.

RIA Advisory Group first reported a position in NEE in Q3 2024 and has held it in 5 quarters since. The position peaked at $532K in Q3 2024. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • RIA Advisory Group held 4,055 shares of NextEra Energy worth $377K as of Q1 2026.
  • NextEra Energy was a new RIA Advisory Group position in Q1 2026.
  • NextEra Energy made up 0.09% of RIA Advisory Group's portfolio in Q1 2026, its #104 holding.
  • RIA Advisory Group first reported a position in NextEra Energy in Q3 2024 and has held it in 5 quarters since.
  • RIA Advisory Group's NextEra Energy position peaked at $532K in Q3 2024.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on RIA Advisory Group's 13F filing for Q1 2026, filed 24 Apr 2026.