STACKSTONE WEALTH, LLC’s NextEra Energy NEE Stock Holding History

STACKSTONE WEALTH, 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 Q3	$10.8M	Buy	+142,450	New	+$12M	1.06%	25

Other funds holding NEE

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

STACKSTONE WEALTH, LLC's NEE Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in NextEra Energy (NEE) in Q3 2026: 142,450 shares worth $10.8M. The stake represents 1.06% of the portfolio and ranks #25 among its holdings.

557 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

STACKSTONE WEALTH, LLC held 142,450 shares of NextEra Energy worth $10.8M as of Q3 2026.
NextEra Energy was a new STACKSTONE WEALTH, LLC position in Q3 2026.
NextEra Energy made up 1.06% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #25 holding.
557 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.