AGP Franklin’s NextEra Energy NEE Stock Holding History

AGP Franklin’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	$1.32M	Buy	17,376 +1,253	+8%	+$106K	0.57%	53
2026 Q2	$1.42M	Buy	16,123 +234	+1%	+$21.2K	0.61%	51
2026 Q1	$1.48M	Sell	15,889 -14,876	-48%	-$1.32M	0.74%	45
2025 Q4	$2.47M	Sell	30,765 -1,157	-4%	-$95.8K	1.16%	31
2025 Q3	$2.41M	Buy	31,922 +442	+1%	+$32.3K	1.17%	34
2025 Q2	$2.19M	Buy	31,480 +1,334	+4%	+$92.7K	1.16%	34
2025 Q1	$2.04M	Sell	30,146 -9,452	-24%	-$667K	1.26%	32
2024 Q4	$2.84M	Buy	+39,598	New	+$3.08M	1.73%	18

Other funds holding NEE

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

AGP Franklin's NEE Position: Q3 2026 in Review

AGP Franklin increased its NextEra Energy (NEE) stake by 7.8% in Q3 2026, buying an estimated $106K and bringing the position to 17,376 shares worth $1.32M. The position accounts for 0.57% of the portfolio, ranked #53.

AGP Franklin first reported a position in NEE in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.84M in Q4 2024. 1,541 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

AGP Franklin held 17,376 shares of NextEra Energy worth $1.32M as of Q3 2026.
AGP Franklin bought 1,253 NextEra Energy shares in Q3 2026, an estimated $106K.
NextEra Energy made up 0.57% of AGP Franklin's portfolio in Q3 2026, its #53 holding.
AGP Franklin first reported a position in NextEra Energy in Q4 2024 and has held it in 8 quarters since.
AGP Franklin's NextEra Energy position peaked at $2.84M in Q4 2024.
1,541 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on AGP Franklin's 13F filing for Q3 2026, filed 4 Nov 2026.