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Wealth Alliance Advisory Group’s NextEra Energy NEE Stock Holding History

Wealth Alliance Advisory Group’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
2025
Q4 		– Sell
-20,736
Closed -$1.57M – 202
2025
Q3 		$1.57M Buy
20,736
+2,331
+13% +$170K 0.28% 62
2025
Q2 		$1.28M Buy
18,405
+810
+5% +$56.3K 0.24% 69
2025
Q1 		$1.25M Buy
17,595
+3,516
+25% +$248K 0.26% 68
2024
Q4 		$1.01M Sell
14,079
-418
-3% -$32.5K 0.21% 71
2024
Q3 		$1.23M Buy
14,497
+335
+2% +$26.1K 0.26% 65
2024
Q2 		$1M Sell
14,162
-363
-2% -$25.8K 0.23% 70
2024
Q1 		$928K Buy
14,525
+2,792
+24% +$164K 0.22% 72
2023
Q4 		$713K Buy
11,733
+2,843
+32% +$162K 0.19% 77
2023
Q3 		$509K Sell
8,890
-781
-8% -$54.1K 0.15% 88
2023
Q2 		$718K Buy
9,671
+1,404
+17% +$106K 0.25% 65
2023
Q1 		$637K Buy
8,267
+728
+10% +$56K 0.24% 72
2022
Q4 		$630K Buy
7,539
+275
+4% +$22.2K 0.24% 66
2022
Q3 		$570K Buy
7,264
+1,571
+28% +$133K 0.25% 63
2022
Q2 		$441K Buy
5,693
+594
+12% +$45.2K 0.21% 78
2022
Q1 		$432K Buy
5,099
+288
+6% +$23.1K 0.19% 84
2021
Q4 		$449K Buy
4,811
+1,020
+27% +$88.2K 0.2% 86
2021
Q3 		$298K Buy
3,791
+146
+4% +$11.8K 0.14% 107
2021
Q2 		$267K Buy
3,645
+93
+3% +$6.98K 0.13% 118
2021
Q1 		$269K Sell
3,552
-513
-13% -$40K 0.14% 113
2020
Q4 		$314K Buy
4,065
+981
+32% +$73.4K 0.17% 97
2020
Q3 		$214K Buy
+3,084
New +$213K 0.13% 116

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealth Alliance Advisory Group's NEE Position: Q4 2025 in Review

Wealth Alliance Advisory Group sold out of NextEra Energy (NEE) in Q4 2025, closing a stake of 20,736 shares — an estimated $1.57M sold.

Wealth Alliance Advisory Group first reported a position in NEE in Q3 2020 and held it in 21 quarters. The position peaked at $1.57M in Q3 2025. 2,961 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

  • Wealth Alliance Advisory Group reported no remaining NextEra Energy position as of Q4 2025 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 20,736 NextEra Energy shares in Q4 2025, an estimated $1.57M.
  • Wealth Alliance Advisory Group first reported a position in NextEra Energy in Q3 2020 and held it in 21 quarters.
  • Wealth Alliance Advisory Group's NextEra Energy position peaked at $1.57M in Q3 2025.
  • 2,961 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Wealth Alliance Advisory Group's 13F filing for Q4 2025, filed 29 Jan 2026.