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Advus Financial Partners, LLC’s NextEra Energy NEE Stock Holding History

Advus Financial Partners, LLC’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
Q2 		$452K Sell
5,151
-622
-11% -$56.3K 0.1% 144
2026
Q1 		$536K Buy
5,773
+499
+9% +$44.4K 0.13% 113
2025
Q4 		$423K Sell
5,274
-1,145
-18% -$94.8K 0.1% 140
2025
Q3 		$485K Sell
6,419
-161
-2% -$11.8K 0.12% 133
2025
Q2 		$457K Buy
6,580
+1,041
+19% +$72.3K 0.12% 129
2025
Q1 		$393K Sell
5,539
-756
-12% -$53.4K 0.11% 133
2024
Q4 		$451K Buy
6,295
+820
+15% +$63.7K 0.13% 114
2024
Q3 		$463K Sell
5,475
-87
-2% -$6.79K 0.13% 109
2024
Q2 		$394K Buy
5,562
+263
+5% +$18.7K 0.12% 113
2024
Q1 		$339K Buy
5,299
+615
+13% +$36K 0.1% 124
2023
Q4 		$284K Buy
4,684
+72
+2% +$4.1K 0.1% 137
2023
Q3 		$264K Sell
4,612
-206
-4% -$14.3K 0.1% 118
2023
Q2 		$358K Sell
4,818
-142
-3% -$10.8K 0.14% 95
2023
Q1 		$382K Buy
4,960
+293
+6% +$22.5K 0.16% 84
2022
Q4 		$390K Sell
4,667
-320
-6% -$25.9K 0.17% 88
2022
Q3 		$391K Buy
4,987
+281
+6% +$23.8K 0.21% 75
2022
Q2 		$365K Buy
4,706
+223
+5% +$17K 0.19% 74
2022
Q1 		$380K Buy
+4,483
New +$359K 0.19% 72
2021
Q3 		$413K Buy
+4,427
New +$357K 0.23% 54

Other funds holding NEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Advus Financial Partners, LLC's NEE Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its NextEra Energy (NEE) stake by 11% in Q2 2026, selling an estimated $56.3K and leaving 5,151 shares worth $452K. The position accounts for 0.1% of the portfolio, ranked #144.

Advus Financial Partners, LLC first reported a position in NEE in Q3 2021 and has held it in 19 quarters since. The position peaked at $536K in Q1 2026. 3,034 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Advus Financial Partners, LLC held 5,151 shares of NextEra Energy worth $452K as of Q2 2026.
  • Advus Financial Partners, LLC sold 622 NextEra Energy shares in Q2 2026, an estimated $56.3K.
  • NextEra Energy made up 0.1% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #144 holding.
  • Advus Financial Partners, LLC first reported a position in NextEra Energy in Q3 2021 and has held it in 19 quarters since.
  • Advus Financial Partners, LLC's NextEra Energy position peaked at $536K in Q1 2026.
  • 3,034 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.