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SOA Wealth Advisors’s NextEra Energy NEE Stock Holding History

SOA Wealth Advisors’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 		$1.81M Sell
20,663
-701
-3% -$63.4K 0.3% 59
2026
Q1 		$1.98M Sell
21,364
-877
-4% -$78K 0.37% 53
2025
Q4 		$1.79M Sell
22,241
-53
-0.2% -$4.39K 0.3% 56
2025
Q3 		$1.68M Sell
22,294
-12
-0.1% -$877 0.29% 56
2025
Q2 		$1.55M Buy
22,306
+519
+2% +$36K 0.29% 59
2025
Q1 		$1.54M Sell
21,787
-9
-0% -$635 0.32% 55
2024
Q4 		$1.56M Buy
21,796
+6
+0% +$466 0.29% 57
2024
Q3 		$1.84M Buy
21,790
+656
+3% +$51.2K 0.35% 55
2024
Q2 		$1.5M Sell
21,134
-4,117
-16% -$292K 0.3% 56
2024
Q1 		$1.61M Sell
25,251
-206
-0.8% -$12.1K 0.33% 55
2023
Q4 		$1.55M Sell
25,457
-1,055
-4% -$60.1K 0.34% 54
2023
Q3 		$1.52M Sell
26,512
-121
-0.5% -$8.38K 0.38% 51
2023
Q2 		$1.98M Sell
26,633
-675
-2% -$51.1K 0.46% 42
2023
Q1 		$2.1M Sell
27,308
-822
-3% -$63.2K 0.52% 39
2022
Q4 		$2.35M Sell
28,130
-85
-0.3% -$6.87K 0.63% 38
2022
Q3 		$2.21M Sell
28,215
-139
-0.5% -$11.8K 0.67% 38
2022
Q2 		$2.2M Sell
28,354
-110
-0.4% -$8.38K 0.65% 38
2022
Q1 		$2.41M Buy
28,464
+1,648
+6% +$132K 0.59% 44
2021
Q4 		$2.49M Sell
26,816
-2,059
-7% -$178K 0.6% 46
2021
Q3 		$2.27M Buy
28,875
+3,254
+13% +$262K 0.58% 46
2021
Q2 		$1.88M Sell
25,621
-3,423
-12% -$257K 0.48% 50
2021
Q1 		$2.2M Sell
29,044
-123
-0.4% -$9.6K 0.61% 44
2020
Q4 		$2.45M Buy
+29,167
New +$2.18M 0.67% 41

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

SOA Wealth Advisors's NEE Position: Q2 2026 in Review

SOA Wealth Advisors reduced its NextEra Energy (NEE) stake by 3.3% in Q2 2026, selling an estimated $63.4K and leaving 20,663 shares worth $1.81M. The position accounts for 0.3% of the portfolio, ranked #59.

SOA Wealth Advisors first reported a position in NEE in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.49M in Q4 2021. 1,279 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • SOA Wealth Advisors held 20,663 shares of NextEra Energy worth $1.81M as of Q2 2026.
  • SOA Wealth Advisors sold 701 NextEra Energy shares in Q2 2026, an estimated $63.4K.
  • NextEra Energy made up 0.3% of SOA Wealth Advisors's portfolio in Q2 2026, its #59 holding.
  • SOA Wealth Advisors first reported a position in NextEra Energy in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's NextEra Energy position peaked at $2.49M in Q4 2021.
  • 1,279 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.