Aprio Wealth Management
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Aprio Wealth Management’s NextEra Energy NEE Stock Holding History

Aprio Wealth 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 		$984K Buy
12,987
+1,034
+9% +$87.5K 0.04% 249
2026
Q2 		$1.05M Sell
11,953
-94
-0.8% -$8.5K 0.05% 226
2026
Q1 		$1.12M Buy
12,047
+961
+9% +$85.4K 0.06% 188
2025
Q4 		$890K Buy
11,086
+1,917
+21% +$159K 0.05% 215
2025
Q3 		$692K Buy
9,169
+2,569
+39% +$188K 0.07% 165
2025
Q2 		$458K Buy
6,600
+2,808
+74% +$195K 0.05% 205
2025
Q1 		$269K Sell
3,792
-412
-10% -$29.1K 0.03% 292
2024
Q4 		$301K Buy
4,204
+364
+9% +$28.3K 0.04% 212
2024
Q3 		$325K Buy
3,840
+13
+0.3% +$1.02K 0.05% 180
2024
Q2 		$271K Buy
3,827
+547
+17% +$38.8K 0.05% 184
2024
Q1 		$210K Buy
+3,280
New +$192K 0.04% 218
2022
Q3 		– Sell
-3,175
Closed -$246K – 120
2022
Q2 		$246K Buy
+3,175
New +$242K 0.1% 88

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

Aprio Wealth Management's NEE Position: Q3 2026 in Review

Aprio Wealth Management increased its NextEra Energy (NEE) stake by 8.7% in Q3 2026, buying an estimated $87.5K and bringing the position to 12,987 shares worth $984K. The position accounts for 0.04% of the portfolio, ranked #249.

Aprio Wealth Management first reported a position in NEE in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.12M in Q1 2026. 2,316 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Aprio Wealth Management held 12,987 shares of NextEra Energy worth $984K as of Q3 2026.
  • Aprio Wealth Management bought 1,034 NextEra Energy shares in Q3 2026, an estimated $87.5K.
  • NextEra Energy made up 0.04% of Aprio Wealth Management's portfolio in Q3 2026, its #249 holding.
  • Aprio Wealth Management first reported a position in NextEra Energy in Q2 2022 and has held it in 12 quarters since.
  • Aprio Wealth Management's NextEra Energy position peaked at $1.12M in Q1 2026.
  • 2,316 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.