Altus Wealth Group
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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
Q3 		$226K Sell
2,989
-134
-4% -$11.3K 0.09% 128
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Altus Wealth Group's NEE Position: Q3 2026 in Review

Altus Wealth Group reduced its NextEra Energy (NEE) stake by 4.3% in Q3 2026, selling an estimated $11.3K and leaving 2,989 shares worth $226K. The position accounts for 0.09% of the portfolio, ranked #128.

Altus Wealth Group first reported a position in NEE in Q4 2020 and has held it in 4 quarters since. The position peaked at $327K in Q1 2026. 884 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Altus Wealth Group held 2,989 shares of NextEra Energy worth $226K as of Q3 2026.
  • Altus Wealth Group sold 134 NextEra Energy shares in Q3 2026, an estimated $11.3K.
  • NextEra Energy made up 0.09% of Altus Wealth Group's portfolio in Q3 2026, its #128 holding.
  • Altus Wealth Group first reported a position in NextEra Energy in Q4 2020 and has held it in 4 quarters since.
  • Altus Wealth Group's NextEra Energy position peaked at $327K in Q1 2026.
  • 884 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

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