Amplius Wealth Advisors
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Amplius Wealth Advisors’s NextEra Energy NEE Stock Holding History

Amplius Wealth Advisors’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 		$341K Buy
4,499
+182
+4% +$15.4K 0.02% 163
2026
Q2 		$379K Buy
4,317
+142
+3% +$12.8K 0.03% 148
2026
Q1 		$388K Buy
4,175
+19
+0.5% +$1.69K 0.03% 125
2025
Q4 		$334K Sell
4,156
-809
-16% -$67K 0.03% 136
2025
Q3 		$375K Buy
4,965
+479
+11% +$35K 0.03% 129
2025
Q2 		$311K Buy
4,486
+32
+0.7% +$2.22K 0.03% 150
2025
Q1 		$316K Buy
4,454
+27
+0.6% +$1.91K 0.03% 136
2024
Q4 		$317K Buy
4,427
+115
+3% +$8.93K 0.03% 131
2024
Q3 		$364K Sell
4,312
-2
-0% -$156 0.04% 115
2024
Q2 		$305K Buy
4,314
+20
+0.5% +$1.42K 0.03% 127
2024
Q1 		$274K Sell
4,294
-1,076
-20% -$63K 0.03% 135
2023
Q4 		$326K Sell
5,370
-129
-2% -$7.35K 0.04% 120
2023
Q3 		$315K Sell
5,499
-17
-0.3% -$1.18K 0.04% 116
2023
Q2 		$409K Sell
5,516
-133
-2% -$10.1K 0.06% 109
2023
Q1 		$435K Buy
+5,649
New +$434K 0.06% 108
2022
Q1 		– Sell
-1,875
Closed -$175K – 639
2021
Q4 		$175K Buy
+1,875
New +$162K 0.02% 197

Other funds holding NEE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Amplius Wealth Advisors's NEE Position: Q3 2026 in Review

Amplius Wealth Advisors increased its NextEra Energy (NEE) stake by 4.2% in Q3 2026, buying an estimated $15.4K and bringing the position to 4,499 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #163.

Amplius Wealth Advisors first reported a position in NEE in Q4 2021 and has held it in 16 quarters since. The position peaked at $435K in Q1 2023. 2,004 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Amplius Wealth Advisors held 4,499 shares of NextEra Energy worth $341K as of Q3 2026.
  • Amplius Wealth Advisors bought 182 NextEra Energy shares in Q3 2026, an estimated $15.4K.
  • NextEra Energy made up 0.02% of Amplius Wealth Advisors's portfolio in Q3 2026, its #163 holding.
  • Amplius Wealth Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 16 quarters since.
  • Amplius Wealth Advisors's NextEra Energy position peaked at $435K in Q1 2023.
  • 2,004 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

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