Wealthcare Advisory Partners’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 | $2.19M | Sell |
25,002
-11,466
| -31% | -$1.04M | 0.04% | 341 |
|
|
2026
Q1 | $3.39M | Buy |
36,468
+7,875
| +28% | +$700K | 0.07% | 257 |
|
|
2025
Q4 | $2.3M | Buy |
28,593
+709
| +3% | +$58.7K | 0.05% | 325 |
|
|
2025
Q3 | $2.1M | Sell |
27,884
-621
| -2% | -$45.4K | 0.04% | 327 |
|
|
2025
Q2 | $1.98M | Buy |
28,505
+7,261
| +34% | +$504K | 0.05% | 330 |
|
|
2025
Q1 | $1.51M | Sell |
21,244
-609
| -3% | -$43K | 0.04% | 356 |
|
|
2024
Q4 | $1.57M | Sell |
21,853
-5,813
| -21% | -$452K | 0.04% | 324 |
|
|
2024
Q3 | $2.34M | Buy |
27,666
+3,395
| +14% | +$265K | 0.07% | 243 |
|
|
2024
Q2 | $1.72M | Buy |
24,271
+1,198
| +5% | +$85K | 0.05% | 260 |
|
|
2024
Q1 | $1.47M | Buy |
23,073
+4,401
| +24% | +$258K | 0.05% | 287 |
|
|
2023
Q4 | $1.13M | Sell |
18,672
-459
| -2% | -$26.2K | 0.05% | 287 |
|
|
2023
Q3 | $1.1M | Buy |
19,131
+1,960
| +11% | +$136K | 0.05% | 260 |
|
|
2023
Q2 | $1.27M | Sell |
17,171
-2,899
| -14% | -$219K | 0.06% | 248 |
|
|
2023
Q1 | $1.55M | Buy |
20,070
+1,373
| +7% | +$106K | 0.07% | 222 |
|
|
2022
Q4 | $1.56M | Buy |
18,697
+731
| +4% | +$59.1K | 0.07% | 202 |
|
|
2022
Q3 | $1.41M | Buy |
17,966
+1,528
| +9% | +$130K | 0.08% | 185 |
|
|
2022
Q2 | $1.27M | Buy |
16,438
+5,262
| +47% | +$401K | 0.08% | 173 |
|
|
2022
Q1 | $947K | Buy |
11,176
+238
| +2% | +$19.1K | 0.06% | 201 |
|
|
2021
Q4 | $1.02M | Sell |
10,938
-1,397
| -11% | -$121K | 0.06% | 193 |
|
|
2021
Q3 | $969K | Buy |
12,335
+1,106
| +10% | +$89.2K | 0.06% | 196 |
|
|
2021
Q2 | $823K | Buy |
11,229
+3,376
| +43% | +$253K | 0.06% | 226 |
|
|
2021
Q1 | $594K | Buy |
7,853
+282
| +4% | +$22K | 0.04% | 258 |
|
|
2020
Q4 | $584K | Sell |
7,571
-1,589
| -17% | -$119K | 0.05% | 212 |
|
|
2020
Q3 | $635K | Buy |
9,160
+3,968
| +76% | +$274K | 0.07% | 175 |
|
|
2020
Q2 | $312K | Buy |
5,192
+168
| +3% | +$10.1K | 0.04% | 238 |
|
|
2020
Q1 | $302K | Buy |
5,024
+640
| +15% | +$40.2K | 0.04% | 214 |
|
|
2019
Q4 | $265K | Sell |
4,384
-640
| -13% | -$37.4K | 0.03% | 256 |
|
|
2019
Q3 | $293K | Buy |
5,024
+1,764
| +54% | +$95.5K | 0.04% | 217 |
|
|
2019
Q2 | $167K | Buy |
3,260
+492
| +18% | +$24.2K | 0.03% | 295 |
|
|
2019
Q1 | $134K | Sell |
2,768
-96
| -3% | -$4.39K | 0.02% | 291 |
|
|
2018
Q4 | $124K | Buy |
2,864
+152
| +6% | +$6.65K | 0.02% | 272 |
|
|
2018
Q3 | $114K | Buy |
2,712
+4
| +0.1% | +$170 | 0.02% | 314 |
|
|
2018
Q2 | $113K | Buy |
2,708
+336
| +14% | +$13.6K | 0.02% | 306 |
|
|
2018
Q1 | $97K | Sell |
2,372
-1,472
| -38% | -$56.8K | 0.02% | 284 |
|
|
2017
Q4 | $150K | Buy |
3,844
+2,232
| +138% | +$86.2K | 0.04% | 209 |
|
|
2017
Q3 | $59K | Buy |
+1,612
| New | +$59.1K | 0.02% | 284 |
|
Other funds holding NEE
COPPSERS
DC
UBP
FWIA
EB
Wealthcare Advisory Partners's NEE Position: Q2 2026 in Review
Wealthcare Advisory Partners reduced its NextEra Energy (NEE) stake by 31% in Q2 2026, selling an estimated $1.04M and leaving 25,002 shares worth $2.19M. The position accounts for 0.04% of the portfolio, ranked #341.
Wealthcare Advisory Partners first reported a position in NEE in Q3 2017 and has held it in 36 quarters since. The position peaked at $3.39M in Q1 2026. 786 funds tracked by Wall St. Rank hold NEE as of Q2 2026.
- Wealthcare Advisory Partners held 25,002 shares of NextEra Energy worth $2.19M as of Q2 2026.
- Wealthcare Advisory Partners sold 11,466 NextEra Energy shares in Q2 2026, an estimated $1.04M.
- NextEra Energy made up 0.04% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #341 holding.
- Wealthcare Advisory Partners first reported a position in NextEra Energy in Q3 2017 and has held it in 36 quarters since.
- Wealthcare Advisory Partners's NextEra Energy position peaked at $3.39M in Q1 2026.
- 786 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.
Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.