Accel Wealth Management
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Accel Wealth Management’s NextEra Energy NEE Stock Holding History

Accel Wealth Management’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 		$670K Sell
8,842
-255
-3% -$21.6K 0.14% 134
2026
Q2 		$798K Sell
9,097
-620
-6% -$56.1K 0.18% 116
2026
Q1 		$903K Sell
9,717
-773
-7% -$68.7K 0.24% 102
2025
Q4 		$842K Buy
10,490
+2,302
+28% +$191K 0.23% 101
2025
Q3 		$618K Sell
8,188
-307
-4% -$22.4K 0.18% 125
2025
Q2 		$590K Buy
8,495
+39
+0.5% +$2.71K 0.2% 115
2025
Q1 		$599K Sell
8,456
-159
-2% -$11.2K 0.22% 106
2024
Q4 		$618K Buy
8,615
+145
+2% +$11.3K 0.23% 109
2024
Q3 		$716K Sell
8,470
-144
-2% -$11.2K 0.27% 94
2024
Q2 		$610K Buy
8,614
+2,555
+42% +$181K 0.24% 98
2024
Q1 		$387K Buy
6,059
+769
+15% +$45K 0.16% 130
2023
Q4 		$321K Buy
5,290
+107
+2% +$6.1K 0.16% 134
2023
Q3 		$297K Buy
5,183
+1,106
+27% +$76.6K 0.17% 125
2023
Q2 		$303K Sell
4,077
-124
-3% -$9.39K 0.17% 124
2023
Q1 		$324K Sell
4,201
-378
-8% -$29.1K 0.13% 157
2022
Q4 		$383K Buy
4,579
+764
+20% +$61.7K 0.18% 104
2022
Q3 		$316K Sell
3,815
-1,255
-25% -$106K 0.17% 117
2022
Q2 		$399K Sell
5,070
-775
-13% -$59K 0.23% 92
2022
Q1 		$501K Buy
5,845
+42
+0.7% +$3.37K 0.26% 81
2021
Q4 		$542K Buy
5,803
+1,599
+38% +$138K 0.27% 75
2021
Q3 		$330K Buy
4,204
+2
+0% +$161 0.21% 82
2021
Q2 		$308K Buy
4,202
+358
+9% +$26.9K 0.2% 95
2021
Q1 		$291K Buy
3,844
+741
+24% +$57.8K 0.24% 85
2020
Q4 		$239K Buy
+3,103
New +$232K 0.22% 100

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

Accel Wealth Management's NEE Position: Q3 2026 in Review

Accel Wealth Management reduced its NextEra Energy (NEE) stake by 2.8% in Q3 2026, selling an estimated $21.6K and leaving 8,842 shares worth $670K. The position accounts for 0.14% of the portfolio, ranked #134.

Accel Wealth Management first reported a position in NEE in Q4 2020 and has held it in 24 quarters since. The position peaked at $903K in Q1 2026. 1,733 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Accel Wealth Management held 8,842 shares of NextEra Energy worth $670K as of Q3 2026.
  • Accel Wealth Management sold 255 NextEra Energy shares in Q3 2026, an estimated $21.6K.
  • NextEra Energy made up 0.14% of Accel Wealth Management's portfolio in Q3 2026, its #134 holding.
  • Accel Wealth Management first reported a position in NextEra Energy in Q4 2020 and has held it in 24 quarters since.
  • Accel Wealth Management's NextEra Energy position peaked at $903K in Q1 2026.
  • 1,733 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.