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

Activest 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 		– Sell
-83
Closed -$7.28K – 1260
2026
Q2 		$7.28K Sell
83
-405
-83% -$36.6K ﹤0.01% 649
2026
Q1 		$45.3K Buy
488
+69
+16% +$6.13K 0.01% 353
2025
Q4 		$33.6K Sell
419
-27
-6% -$2.24K 0.01% 390
2025
Q3 		$33.7K Buy
446
+92
+26% +$6.72K 0.01% 305
2025
Q2 		$24.6K Buy
354
+157
+80% +$10.9K 0.01% 292
2025
Q1 		$14K Buy
197
+189
+2,363% +$13.3K ﹤0.01% 344
2024
Q4 		$574 Buy
+8
New +$621 ﹤0.01% 517
2024
Q3 		– Sell
-203
Closed -$15.8K – 599
2024
Q2 		$14.4K Buy
203
+1
+0.5% +$71 ﹤0.01% 269
2024
Q1 		$12.9K Buy
202
+1
+0.5% +$59 0.01% 202
2023
Q4 		$12.2K Buy
201
+1
+0.5% +$57 0.01% 184
2023
Q3 		$11.5K Buy
200
+1
+0.5% +$69 0.01% 164
2023
Q2 		$15K Buy
+199
New +$15.1K 0.01% 144
2023
Q1 		– Sell
-19
Closed -$1.59K – 457
2022
Q4 		$1.59K Hold
19
– – ﹤0.01% 408
2022
Q3 		$1K Buy
+19
New +$1.61K ﹤0.01% 415
2022
Q2 		– Sell
-131
Closed -$11K – 388
2022
Q1 		$11K Buy
+131
New +$10.5K 0.01% 196
2021
Q4 		– Sell
-141
Closed -$11K – 379
2021
Q3 		$11K Buy
+141
New +$11.4K 0.01% 219

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
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Activest Wealth Management sold out of NextEra Energy (NEE) in Q3 2026, closing a stake of 83 shares — an estimated $7.28K sold.

Activest Wealth Management first reported a position in NEE in Q3 2021 and held it in 16 quarters. The position peaked at $45.3K in Q1 2026. 1,840 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Activest Wealth Management reported no remaining NextEra Energy position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 83 NextEra Energy shares in Q3 2026, an estimated $7.28K.
  • Activest Wealth Management first reported a position in NextEra Energy in Q3 2021 and held it in 16 quarters.
  • Activest Wealth Management's NextEra Energy position peaked at $45.3K in Q1 2026.
  • 1,840 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.