Superior Planning, LLC’s NextEra Energy NEE Stock Holding History

Superior Planning, 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	$842K	Buy	+11,118	New	+$940K	0.35%	60

Other funds holding NEE

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Superior Planning, LLC's NEE Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in NextEra Energy (NEE) in Q3 2026: 11,118 shares worth $842K. The stake represents 0.35% of the portfolio and ranks #60 among its holdings.

2,205 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Superior Planning, LLC held 11,118 shares of NextEra Energy worth $842K as of Q3 2026.
NextEra Energy was a new Superior Planning, LLC position in Q3 2026.
NextEra Energy made up 0.35% of Superior Planning, LLC's portfolio in Q3 2026, its #60 holding.
2,205 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.