Accurate Wealth Management
NEE icon

Accurate Wealth Management’s NextEra Energy NEE Stock Holding History

Accurate 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 		$935K Buy
11,951
+2,165
+22% +$183K 0.08% 241
2026
Q2 		$859K Buy
9,786
+342
+4% +$30.9K 0.08% 241
2026
Q1 		$889K Buy
9,444
+2,175
+30% +$193K 0.11% 210
2025
Q4 		$580K Sell
7,269
-454
-6% -$37.6K 0.07% 274
2025
Q3 		$653K Sell
7,723
-2,066
-21% -$151K 0.09% 244
2025
Q2 		$730K Buy
9,789
+371
+4% +$25.8K 0.11% 198
2025
Q1 		$621K Buy
9,418
+316
+3% +$22.3K 0.12% 180
2024
Q4 		$617K Buy
9,102
+232
+3% +$18K 0.12% 178
2024
Q3 		$734K Buy
8,870
+69
+0.8% +$5.38K 0.15% 148
2024
Q2 		$630K Sell
8,801
-683
-7% -$48.5K 0.15% 140
2024
Q1 		$610K Sell
9,484
-99
-1% -$5.8K 0.18% 127
2023
Q4 		$582K Buy
9,583
+668
+7% +$38.1K 0.18% 119
2023
Q3 		$483K Sell
8,915
-99
-1% -$6.85K 0.15% 140
2023
Q2 		$660K Buy
9,014
+1,160
+15% +$87.8K 0.21% 107
2023
Q1 		$616K Sell
7,854
-260
-3% -$20K 0.21% 111
2022
Q4 		$686K Buy
8,114
+5,328
+191% +$430K 0.25% 76
2022
Q3 		$210K Sell
2,786
-5,126
-65% -$435K 0.09% 175
2022
Q2 		$615K Sell
7,912
-306
-4% -$23.3K 0.33% 66
2022
Q1 		$696K Buy
8,218
+441
+6% +$35.3K 0.31% 70
2021
Q4 		$718K Buy
7,777
+180
+2% +$15.6K 0.59% 46
2021
Q3 		$599K Sell
7,597
-25
-0.3% -$2.02K 0.52% 52
2021
Q2 		$559K Buy
+7,622
New +$572K 0.49% 49

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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 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

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

Accurate Wealth Management increased its NextEra Energy (NEE) stake by 22% in Q3 2026, buying an estimated $183K and bringing the position to 11,951 shares worth $935K. The position accounts for 0.08% of the portfolio, ranked #241.

Accurate Wealth Management first reported a position in NEE in Q2 2021 and has held it in 22 quarters since. 1,878 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Accurate Wealth Management held 11,951 shares of NextEra Energy worth $935K as of Q3 2026.
  • Accurate Wealth Management bought 2,165 NextEra Energy shares in Q3 2026, an estimated $183K.
  • NextEra Energy made up 0.08% of Accurate Wealth Management's portfolio in Q3 2026, its #241 holding.
  • Accurate Wealth Management first reported a position in NextEra Energy in Q2 2021 and has held it in 22 quarters since.
  • 1,878 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.