River 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 | $654K | Buy |
7,036
+136
| +2% | +$12.1K | 0.08% | 134 |
|
|
2025
Q4 | $554K | Buy |
6,900
+2,026
| +42% | +$168K | 0.06% | 143 |
|
|
2025
Q3 | $368K | Buy |
4,874
+12
| +0.2% | +$877 | 0.04% | 170 |
|
|
2025
Q2 | $337K | Sell |
4,862
-64
| -1% | -$4.45K | 0.04% | 174 |
|
|
2025
Q1 | $349K | Sell |
4,926
-11,899
| -71% | -$840K | 0.05% | 166 |
|
|
2024
Q4 | $1.21M | Sell |
16,825
-569
| -3% | -$44.2K | 0.16% | 100 |
|
|
2024
Q3 | $1.47M | Sell |
17,394
-606
| -3% | -$47.3K | 0.2% | 100 |
|
|
2024
Q2 | $1.27M | Sell |
18,000
-1,898
| -10% | -$135K | 0.18% | 98 |
|
|
2024
Q1 | $1.27M | Sell |
19,898
-4,457
| -18% | -$261K | 0.18% | 100 |
|
|
2023
Q4 | $1.48M | Sell |
24,355
-1,524
| -6% | -$86.9K | 0.24% | 92 |
|
|
2023
Q3 | $1.48M | Buy |
25,879
+3,147
| +14% | +$218K | 0.27% | 86 |
|
|
2023
Q2 | $1.69M | Buy |
22,732
+3,768
| +20% | +$285K | 0.29% | 88 |
|
|
2023
Q1 | $1.46M | Buy |
18,964
+5,043
| +36% | +$388K | 0.27% | 93 |
|
|
2022
Q4 | $1.16M | Sell |
13,921
-265
| -2% | -$21.4K | 0.22% | 106 |
|
|
2022
Q3 | $1.11M | Sell |
14,186
-601
| -4% | -$51K | 0.24% | 96 |
|
|
2022
Q2 | $1.15M | Sell |
14,787
-258
| -2% | -$19.6K | 0.21% | 105 |
|
|
2022
Q1 | $1.27M | Sell |
15,045
-1,227
| -8% | -$98.3K | 0.2% | 102 |
|
|
2021
Q4 | $1.52M | Buy |
16,272
+488
| +3% | +$42.2K | 0.24% | 95 |
|
|
2021
Q3 | $1.24M | Buy |
15,784
+1,351
| +9% | +$109K | 0.21% | 98 |
|
|
2021
Q2 | $1.06M | Buy |
14,433
+1,517
| +12% | +$114K | 0.19% | 107 |
|
|
2021
Q1 | $977K | Sell |
12,916
-130
| -1% | -$10.1K | 0.18% | 108 |
|
|
2020
Q4 | $1.01M | Buy |
13,046
+762
| +6% | +$57K | 0.22% | 101 |
|
|
2020
Q3 | $852K | Sell |
12,284
-312
| -2% | -$21.5K | 0.22% | 101 |
|
|
2020
Q2 | $756K | Sell |
12,596
-560
| -4% | -$33.5K | 0.23% | 101 |
|
|
2020
Q1 | $791K | Sell |
13,156
-172
| -1% | -$10.8K | 0.32% | 87 |
|
|
2019
Q4 | $807K | Sell |
13,328
-396
| -3% | -$23.1K | 0.27% | 92 |
|
|
2019
Q3 | $799K | Buy |
13,724
+148
| +1% | +$8.01K | 0.3% | 87 |
|
|
2019
Q2 | $695K | Buy |
13,576
+4
| +0% | +$197 | 0.27% | 91 |
|
|
2019
Q1 | $656K | Sell |
13,572
-1,256
| -8% | -$57.4K | 0.27% | 95 |
|
|
2018
Q4 | $644K | Sell |
14,828
-3,328
| -18% | -$146K | 0.29% | 89 |
|
|
2018
Q3 | $761K | Sell |
18,156
-392
| -2% | -$16.7K | 0.28% | 93 |
|
|
2018
Q2 | $775K | Sell |
18,548
-388
| -2% | -$15.7K | 0.3% | 93 |
|
|
2018
Q1 | $773K | Buy |
18,936
+536
| +3% | +$20.7K | 0.33% | 99 |
|
|
2017
Q4 | $718K | Buy |
18,400
+808
| +5% | +$31.2K | 0.3% | 99 |
|
|
2017
Q3 | $645K | Sell |
17,592
-516
| -3% | -$18.9K | 0.29% | 98 |
|
|
2017
Q2 | $634K | Sell |
18,108
-356
| -2% | -$12.2K | 0.3% | 102 |
|
|
2017
Q1 | $592K | Sell |
18,464
-1,896
| -9% | -$59.6K | 0.29% | 99 |
|
|
2016
Q4 | $608K | Sell |
20,360
-200
| -1% | -$5.98K | 0.31% | 97 |
|
|
2016
Q3 | $629K | Sell |
20,560
-676
| -3% | -$21.3K | 0.35% | 93 |
|
|
2016
Q2 | $692K | Hold |
21,236
| – | – | 0.4% | 89 |
|
|
2016
Q1 | $628K | Buy |
21,236
+328
| +2% | +$9.21K | 0.38% | 89 |
|
|
2015
Q4 | $543K | Sell |
20,908
-400
| -2% | -$10.1K | 0.34% | 93 |
|
|
2015
Q3 | $520K | Sell |
21,308
-1,200
| -5% | -$30.5K | 0.36% | 91 |
|
|
2015
Q2 | $552K | Sell |
22,508
-3,128
| -12% | -$79.5K | 0.35% | 94 |
|
|
2015
Q1 | $667K | Buy |
+25,636
| New | +$676K | 0.41% | 83 |
|
Other funds holding NEE
VCM
VPM
River Wealth Advisors's NEE Position: Q1 2026 in Review
River Wealth Advisors increased its NextEra Energy (NEE) stake by 2% in Q1 2026, buying an estimated $12.1K and bringing the position to 7,036 shares worth $654K. The position accounts for 0.08% of the portfolio, ranked #134.
River Wealth Advisors first reported a position in NEE in Q1 2015 and has held it in 45 quarters since. The position peaked at $1.69M in Q2 2023. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- River Wealth Advisors held 7,036 shares of NextEra Energy worth $654K as of Q1 2026.
- River Wealth Advisors bought 136 NextEra Energy shares in Q1 2026, an estimated $12.1K.
- NextEra Energy made up 0.08% of River Wealth Advisors's portfolio in Q1 2026, its #134 holding.
- River Wealth Advisors first reported a position in NextEra Energy in Q1 2015 and has held it in 45 quarters since.
- River Wealth Advisors's NextEra Energy position peaked at $1.69M in Q2 2023.
- 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.