Transamerica Financial 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 | $291K | Buy |
3,129
+830
| +36% | +$73.8K | 0.02% | 347 |
|
|
2025
Q4 | $185K | Buy |
2,299
+585
| +34% | +$48.5K | 0.02% | 381 |
|
|
2025
Q3 | $129K | Buy |
+1,714
| New | +$125K | 0.01% | 378 |
|
|
2024
Q3 | – | Sell |
-1
| Closed | -$1K | – | 640 |
|
|
2024
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 490 |
|
|
2024
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 535 |
|
|
2023
Q4 | $1K | Sell |
1
-162
| -99% | -$9.23K | ﹤0.01% | 529 |
|
|
2023
Q3 | $10K | Hold |
163
| – | – | ﹤0.01% | 330 |
|
|
2023
Q2 | $13K | Hold |
163
| – | – | ﹤0.01% | 305 |
|
|
2023
Q1 | $13K | Buy |
163
+162
| +16,200% | +$12.5K | ﹤0.01% | 316 |
|
|
2022
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 579 |
|
|
2022
Q3 | $1K | Sell |
1
-19
| -95% | -$1.61K | ﹤0.01% | 545 |
|
|
2022
Q2 | $2K | Buy |
+20
| New | +$1.52K | ﹤0.01% | 393 |
|
|
2020
Q3 | – | Sell |
-4
| Closed | -$1K | – | 383 |
|
|
2020
Q2 | $1K | Buy |
+4
| New | +$239 | ﹤0.01% | 448 |
|
|
2019
Q3 | – | Sell |
-12
| Closed | -$1K | – | 385 |
|
|
2019
Q2 | $1K | Buy |
+12
| New | +$590 | ﹤0.01% | 498 |
|
|
2019
Q1 | – | Sell |
-1,060
| Closed | -$47K | – | 345 |
|
|
2018
Q4 | $47K | Sell |
1,060
-328
| -24% | -$14.3K | 0.01% | 211 |
|
|
2018
Q3 | $59K | Sell |
1,388
-88
| -6% | -$3.75K | 0.01% | 222 |
|
|
2018
Q2 | $62K | Sell |
1,476
-17,064
| -92% | -$689K | 0.01% | 220 |
|
|
2018
Q1 | $757K | Sell |
18,540
-876
| -5% | -$33.8K | 0.11% | 153 |
|
|
2017
Q4 | $759K | Buy |
19,416
+12
| +0.1% | +$463 | 0.1% | 161 |
|
|
2017
Q3 | $711K | Sell |
19,404
-500
| -3% | -$18.3K | 0.09% | 162 |
|
|
2017
Q2 | $698K | Buy |
+19,904
| New | +$680K | 0.09% | 145 |
|
|
2016
Q2 | – | Sell |
-10,000
| Closed | -$296K | – | 593 |
|
|
2016
Q1 | $296K | Hold |
10,000
| – | – | 0.03% | 273 |
|
|
2015
Q4 | $260K | Hold |
10,000
| – | – | 0.02% | 287 |
|
|
2015
Q3 | $244K | Hold |
10,000
| – | – | 0.02% | 266 |
|
|
2015
Q2 | $246K | Sell |
10,000
-2,400
| -19% | -$61K | 0.02% | 310 |
|
|
2015
Q1 | $323K | Hold |
12,400
| – | – | 0.02% | 283 |
|
|
2014
Q4 | $330K | Hold |
12,400
| – | – | 0.03% | 241 |
|
|
2014
Q3 | $292K | Hold |
12,400
| – | – | 0.03% | 222 |
|
|
2014
Q2 | $318K | Hold |
12,400
| – | – | 0.03% | 229 |
|
|
2014
Q1 | $297K | Buy |
12,400
+10,000
| +417% | +$227K | 0.03% | 212 |
|
|
2013
Q4 | $52K | Buy |
+2,400
| New | +$50.6K | 0.01% | 341 |
|
Other funds holding NEE
VCM
VPM
Transamerica Financial Advisors's NEE Position: Q1 2026 in Review
Transamerica Financial Advisors increased its NextEra Energy (NEE) stake by 36% in Q1 2026, buying an estimated $73.8K and bringing the position to 3,129 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #347.
Transamerica Financial Advisors first reported a position in NEE in Q4 2013 and has held it in 31 quarters since. The position peaked at $759K in Q4 2017. 3,031 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Transamerica Financial Advisors held 3,129 shares of NextEra Energy worth $291K as of Q1 2026.
- Transamerica Financial Advisors bought 830 NextEra Energy shares in Q1 2026, an estimated $73.8K.
- NextEra Energy made up 0.02% of Transamerica Financial Advisors's portfolio in Q1 2026, its #347 holding.
- Transamerica Financial Advisors first reported a position in NextEra Energy in Q4 2013 and has held it in 31 quarters since.
- Transamerica Financial Advisors's NextEra Energy position peaked at $759K in Q4 2017.
- 3,031 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.