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Seven Hills Financial, LLC’s NextEra Energy NEE Stock Holding History

Seven Hills Financial, 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 		$317K Buy
+4,187
New +$354K 0.19% 71

Other funds holding NEE

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Seven Hills Financial, LLC's NEE Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in NextEra Energy (NEE) in Q3 2026: 4,187 shares worth $317K. The stake represents 0.19% of the portfolio and ranks #71 among its holdings.

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

  • Seven Hills Financial, LLC held 4,187 shares of NextEra Energy worth $317K as of Q3 2026.
  • NextEra Energy was a new Seven Hills Financial, LLC position in Q3 2026.
  • NextEra Energy made up 0.19% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #71 holding.
  • 240 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Seven Hills Financial, LLC's 13F filing for Q3 2026, filed 13 Oct 2026.