Ares Financial Consulting
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Ares Financial Consulting’s NextEra Energy NEE Stock Holding History

Ares Financial Consulting’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 		$82.2K Hold
1,086
– – 0.06% 162
2026
Q2 		$95.3K Buy
1,086
+37
+4% +$3.35K 0.07% 152
2026
Q1 		$97.4K Buy
1,049
+464
+79% +$41.3K 0.08% 137
2025
Q4 		$47K Buy
+585
New +$48.5K 0.04% 163

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

Ares Financial Consulting's NEE Position: Q3 2026 in Review

Ares Financial Consulting held its NextEra Energy (NEE) position steady in Q3 2026 at 1,086 shares worth $82.2K. The position accounts for 0.06% of the portfolio, ranked #162.

Ares Financial Consulting first reported a position in NEE in Q4 2025 and has held it in 4 quarters since. The position peaked at $97.4K in Q1 2026. 2,004 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Ares Financial Consulting held 1,086 shares of NextEra Energy worth $82.2K as of Q3 2026.
  • Ares Financial Consulting left its NextEra Energy share count unchanged in Q3 2026.
  • NextEra Energy made up 0.06% of Ares Financial Consulting's portfolio in Q3 2026, its #162 holding.
  • Ares Financial Consulting first reported a position in NextEra Energy in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's NextEra Energy position peaked at $97.4K in Q1 2026.
  • 2,004 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.