Stratos 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
Q2 | $1.21M | Buy |
13,744
+938
| +7% | +$84.8K | 0.07% | 254 |
|
|
2026
Q1 | $1.19M | Sell |
12,806
-1,132
| -8% | -$101K | 0.07% | 249 |
|
|
2025
Q4 | $1.12M | Sell |
13,938
-1,382
| -9% | -$114K | 0.05% | 295 |
|
|
2025
Q3 | $1.16M | Sell |
15,320
-861
| -5% | -$62.9K | 0.06% | 296 |
|
|
2025
Q2 | $1.12M | Sell |
16,181
-1,188
| -7% | -$82.5K | 0.06% | 292 |
|
|
2025
Q1 | $1.23M | Sell |
17,369
-2,024
| -10% | -$143K | 0.07% | 271 |
|
|
2024
Q4 | $1.39M | Buy |
19,393
+1,232
| +7% | +$95.7K | 0.07% | 283 |
|
|
2024
Q3 | $1.54M | Buy |
18,161
+678
| +4% | +$52.9K | 0.07% | 287 |
|
|
2024
Q2 | $1.24M | Sell |
17,483
-13,305
| -43% | -$944K | 0.06% | 297 |
|
|
2024
Q1 | $1.97M | Sell |
30,788
-6,324
| -17% | -$370K | 0.12% | 196 |
|
|
2023
Q4 | $2.25M | Sell |
37,112
-1,550
| -4% | -$88.3K | 0.13% | 199 |
|
|
2023
Q3 | $2.21M | Buy |
38,662
+10,838
| +39% | +$750K | 0.15% | 184 |
|
|
2023
Q2 | $2.06M | Sell |
27,824
-599
| -2% | -$45.3K | 0.15% | 188 |
|
|
2023
Q1 | $2.19M | Buy |
28,423
+769
| +3% | +$59.1K | 0.17% | 171 |
|
|
2022
Q4 | $2.31M | Buy |
27,654
+1,193
| +5% | +$96.4K | 0.19% | 148 |
|
|
2022
Q3 | $2.08M | Sell |
26,461
-8,967
| -25% | -$761K | 0.22% | 135 |
|
|
2022
Q2 | $2.74M | Sell |
35,428
-600
| -2% | -$45.7K | 0.25% | 106 |
|
|
2022
Q1 | $3.05M | Buy |
36,028
+89
| +0.2% | +$7.13K | 0.25% | 112 |
|
|
2021
Q4 | $3.35M | Buy |
35,939
+317
| +0.9% | +$27.4K | 0.24% | 118 |
|
|
2021
Q3 | $2.8M | Buy |
35,622
+12,831
| +56% | +$1.03M | 0.24% | 117 |
|
|
2021
Q2 | $1.67M | Buy |
22,791
+2,991
| +15% | +$224K | 0.15% | 178 |
|
|
2021
Q1 | $1.5M | Buy |
19,800
+2,452
| +14% | +$191K | 0.16% | 165 |
|
|
2020
Q4 | $1.34M | Buy |
17,348
+2,188
| +14% | +$164K | 0.18% | 132 |
|
|
2020
Q3 | $1.05M | Buy |
15,160
+1,048
| +7% | +$72.4K | 0.26% | 97 |
|
|
2020
Q2 | $847K | Buy |
14,112
+1,752
| +14% | +$105K | 0.26% | 91 |
|
|
2020
Q1 | $743K | Buy |
12,360
+988
| +9% | +$62.1K | 0.53% | 54 |
|
|
2019
Q4 | $688K | Sell |
11,372
-5,584
| -33% | -$326K | 0.39% | 62 |
|
|
2019
Q3 | $988K | Buy |
16,956
+244
| +1% | +$13.2K | 0.38% | 71 |
|
|
2019
Q2 | $856K | Buy |
16,712
+1,012
| +6% | +$49.8K | 0.34% | 69 |
|
|
2019
Q1 | $759K | Buy |
15,700
+12
| +0.1% | +$549 | 0.41% | 63 |
|
|
2018
Q4 | $682K | Buy |
+15,688
| New | +$686K | 0.46% | 64 |
|
Other funds holding NEE
Stratos Wealth Advisors's NEE Position: Q2 2026 in Review
Stratos Wealth Advisors increased its NextEra Energy (NEE) stake by 7.3% in Q2 2026, buying an estimated $84.8K and bringing the position to 13,744 shares worth $1.21M. The position accounts for 0.07% of the portfolio, ranked #254.
Stratos Wealth Advisors first reported a position in NEE in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.35M in Q4 2021. 3,045 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Stratos Wealth Advisors held 13,744 shares of NextEra Energy worth $1.21M as of Q2 2026.
- Stratos Wealth Advisors bought 938 NextEra Energy shares in Q2 2026, an estimated $84.8K.
- NextEra Energy made up 0.07% of Stratos Wealth Advisors's portfolio in Q2 2026, its #254 holding.
- Stratos Wealth Advisors first reported a position in NextEra Energy in Q4 2018 and has held it in 31 quarters since.
- Stratos Wealth Advisors's NextEra Energy position peaked at $3.35M in Q4 2021.
- 3,045 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.