AMI Asset Management
NEE icon

AMI Asset Management’s NextEra Energy NEE Stock Holding History

AMI Asset 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 		$825K Buy
10,889
+84
+0.8% +$7.1K 0.05% 72
2026
Q2 		$948K Buy
10,805
+224
+2% +$20.3K 0.05% 65
2026
Q1 		$983K Buy
10,581
+4,394
+71% +$391K 0.06% 55
2025
Q4 		$497K Buy
+6,187
New +$512K 0.03% 81

Other funds holding NEE

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Candriam SCA
Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

AMI Asset Management's NEE Position: Q3 2026 in Review

AMI Asset Management increased its NextEra Energy (NEE) stake by 0.78% in Q3 2026, buying an estimated $7.1K and bringing the position to 10,889 shares worth $825K. The position accounts for 0.05% of the portfolio, ranked #72.

AMI Asset Management first reported a position in NEE in Q4 2025 and has held it in 4 quarters since. The position peaked at $983K in Q1 2026. 1,445 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • AMI Asset Management held 10,889 shares of NextEra Energy worth $825K as of Q3 2026.
  • AMI Asset Management bought 84 NextEra Energy shares in Q3 2026, an estimated $7.1K.
  • NextEra Energy made up 0.05% of AMI Asset Management's portfolio in Q3 2026, its #72 holding.
  • AMI Asset Management first reported a position in NextEra Energy in Q4 2025 and has held it in 4 quarters since.
  • AMI Asset Management's NextEra Energy position peaked at $983K in Q1 2026.
  • 1,445 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

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