Apella Capital
NEE icon

Apella Capital’s NextEra Energy NEE Stock Holding History

Apella Capital’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 		$3.78M Buy
49,049
+13,057
+36% +$1.1M 0.05% 209
2026
Q2 		$3.18M Sell
35,992
-2,164
-6% -$196K 0.05% 214
2026
Q1 		$3.51M Buy
38,156
+28,280
+286% +$2.51M 0.05% 202
2025
Q4 		$793K Buy
9,876
+1,521
+18% +$126K 0.02% 299
2025
Q3 		$711K Buy
8,355
+620
+8% +$45.3K 0.02% 284
2025
Q2 		$578K Buy
7,735
+178
+2% +$12.4K 0.02% 280
2025
Q1 		$511K Buy
7,557
+3,024
+67% +$213K 0.02% 253
2024
Q4 		$325K Buy
4,533
+5
+0.1% +$388 0.01% 280
2024
Q3 		$387K Buy
4,528
+970
+27% +$75.7K 0.02% 240
2024
Q2 		$257K Sell
3,558
-20
-0.6% -$1.42K 0.01% 275
2024
Q1 		$234K Sell
3,578
-4
-0.1% -$234 0.01% 268
2023
Q4 		$221K Sell
3,582
-423
-11% -$24.1K 0.01% 269
2023
Q3 		$229K Sell
4,005
-215
-5% -$14.9K 0.02% 240
2023
Q2 		$313K Buy
+4,220
New +$319K 0.02% 209
2022
Q4 		$322K Buy
3,857
+887
+30% +$71.7K 0.03% 186
2022
Q3 		$233K Buy
2,970
+17
+0.6% +$1.44K 0.03% 194
2022
Q2 		$229K Buy
2,953
+371
+14% +$28.2K 0.03% 198
2022
Q1 		$219K Buy
2,582
+10
+0.4% +$801 0.03% 191
2021
Q4 		$240K Buy
+2,572
New +$222K 0.03% 180

Other funds holding NEE

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 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

Apella Capital's NEE Position: Q3 2026 in Review

Apella Capital increased its NextEra Energy (NEE) stake by 36% in Q3 2026, buying an estimated $1.1M and bringing the position to 49,049 shares worth $3.78M. The position accounts for 0.05% of the portfolio, ranked #209.

Apella Capital first reported a position in NEE in Q4 2021 and has held it in 19 quarters since. 2,280 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Apella Capital held 49,049 shares of NextEra Energy worth $3.78M as of Q3 2026.
  • Apella Capital bought 13,057 NextEra Energy shares in Q3 2026, an estimated $1.1M.
  • NextEra Energy made up 0.05% of Apella Capital's portfolio in Q3 2026, its #209 holding.
  • Apella Capital first reported a position in NextEra Energy in Q4 2021 and has held it in 19 quarters since.
  • 2,280 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.