Aspect Partners’s NextEra Energy NEE Stock Holding History

Aspect Partners’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	$33.6K	Sell	443 -31	-7%	-$2.62K	0.01%	164
2026 Q2	$41.6K	Buy	474 +87	+22%	+$7.87K	0.02%	159
2026 Q1	$35.9K	Hold	387	–	–	0.01%	161
2025 Q4	$31.1K	Sell	387 -125	-24%	-$10.4K	0.01%	168
2025 Q3	$38.6K	Hold	512	–	–	0.02%	169
2025 Q2	$35.5K	Buy	512 +168	+49%	+$11.7K	0.02%	173
2025 Q1	$24.4K	Hold	344	–	–	0.01%	172
2024 Q4	$24.7K	Hold	344	–	–	0.01%	179
2024 Q3	$29.1K	Buy	344 +1	+0.3%	+$78	0.02%	152
2024 Q2	$24.3K	Hold	343	–	–	0.01%	166
2024 Q1	$21.9K	Buy	343 +4	+1%	+$234	0.02%	172
2023 Q4	$20.6K	Buy	+339	New	+$19.3K	0.01%	170

Other funds holding NEE

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Aspect Partners's NEE Position: Q3 2026 in Review

Aspect Partners reduced its NextEra Energy (NEE) stake by 6.5% in Q3 2026, selling an estimated $2.62K and leaving 443 shares worth $33.6K. The position accounts for 0.01% of the portfolio, ranked #164.

Aspect Partners first reported a position in NEE in Q4 2023 and has held it in 12 quarters since. The position peaked at $41.6K in Q2 2026. 884 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Aspect Partners held 443 shares of NextEra Energy worth $33.6K as of Q3 2026.
Aspect Partners sold 31 NextEra Energy shares in Q3 2026, an estimated $2.62K.
NextEra Energy made up 0.01% of Aspect Partners's portfolio in Q3 2026, its #164 holding.
Aspect Partners first reported a position in NextEra Energy in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's NextEra Energy position peaked at $41.6K in Q2 2026.
884 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.