4Wealth Advisors
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4Wealth Advisors’s NextEra Energy NEE Stock Holding History

4Wealth Advisors’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 		– Sell
-4,644
Closed -$412K – 155
2026
Q2 		$412K Sell
4,644
-5
-0.1% -$452 0.32% 94
2026
Q1 		$428K Buy
4,649
+54
+1% +$4.8K 0.37% 90
2025
Q4 		$369K Sell
4,595
-102
-2% -$8.45K 0.31% 101
2025
Q3 		$355K Buy
4,697
+299
+7% +$21.8K 0.32% 99
2025
Q2 		$305K Sell
4,398
-38
-0.9% -$2.64K 0.31% 104
2025
Q1 		$314K Buy
4,436
+144
+3% +$10.2K 0.34% 100
2024
Q4 		$308K Buy
+4,292
New +$333K 0.31% 113

Other funds holding NEE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

4Wealth Advisors's NEE Position: Q3 2026 in Review

4Wealth Advisors sold out of NextEra Energy (NEE) in Q3 2026, closing a stake of 4,644 shares — an estimated $412K sold.

4Wealth Advisors first reported a position in NEE in Q4 2024 and held it in 7 quarters. The position peaked at $428K in Q1 2026. 1,733 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • 4Wealth Advisors reported no remaining NextEra Energy position as of Q3 2026 after selling out during the quarter.
  • 4Wealth Advisors sold 4,644 NextEra Energy shares in Q3 2026, an estimated $412K.
  • 4Wealth Advisors first reported a position in NextEra Energy in Q4 2024 and held it in 7 quarters.
  • 4Wealth Advisors's NextEra Energy position peaked at $428K in Q1 2026.
  • 1,733 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.