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Stratos Wealth Advisors’s NextEra Energy NEE Stock Holding History

Stratos 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
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

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

Stratos Wealth Advisors's NEE Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its NextEra Energy (NEE) stake by 8.1% in Q1 2026, selling an estimated $101K and leaving 12,806 shares worth $1.19M. The position accounts for 0.07% of the portfolio, ranked #249.

Stratos Wealth Advisors first reported a position in NEE in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.35M in Q4 2021. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Stratos Wealth Advisors held 12,806 shares of NextEra Energy worth $1.19M as of Q1 2026.
  • Stratos Wealth Advisors sold 1,132 NextEra Energy shares in Q1 2026, an estimated $101K.
  • NextEra Energy made up 0.07% of Stratos Wealth Advisors's portfolio in Q1 2026, its #249 holding.
  • Stratos Wealth Advisors first reported a position in NextEra Energy in Q4 2018 and has held it in 30 quarters since.
  • Stratos Wealth Advisors's NextEra Energy position peaked at $3.35M in Q4 2021.
  • 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.