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Altus Wealth Group’s NextEra Energy NEE Stock Holding History

Altus Wealth Group’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
Q2 		$274K Sell
3,123
-401
-11% -$36.3K 0.1% 120
2026
Q1 		$327K Buy
+3,524
New +$313K 0.13% 102
2021
Q1 		– Sell
-372
Closed -$29K – 558
2020
Q4 		$29K Buy
+372
New +$27.8K 0.03% 301

Other funds holding NEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Altus Wealth Group's NEE Position: Q2 2026 in Review

Altus Wealth Group reduced its NextEra Energy (NEE) stake by 11% in Q2 2026, selling an estimated $36.3K and leaving 3,123 shares worth $274K. The position accounts for 0.1% of the portfolio, ranked #120.

Altus Wealth Group first reported a position in NEE in Q4 2020 and has held it in 3 quarters since. The position peaked at $327K in Q1 2026. 560 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Altus Wealth Group held 3,123 shares of NextEra Energy worth $274K as of Q2 2026.
  • Altus Wealth Group sold 401 NextEra Energy shares in Q2 2026, an estimated $36.3K.
  • NextEra Energy made up 0.1% of Altus Wealth Group's portfolio in Q2 2026, its #120 holding.
  • Altus Wealth Group first reported a position in NextEra Energy in Q4 2020 and has held it in 3 quarters since.
  • Altus Wealth Group's NextEra Energy position peaked at $327K in Q1 2026.
  • 560 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.