Balance Wealth’s NextEra Energy NEE Stock Holding History

Balance Wealth’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	$130K	Buy	+1,723	New	+$146K	0.03%	209

Other funds holding NEE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Balance Wealth's NEE Position: Q3 2026 in Review

Balance Wealth opened a new position in NextEra Energy (NEE) in Q3 2026: 1,723 shares worth $130K. The stake represents 0.03% of the portfolio and ranks #209 among its holdings.

1,856 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Balance Wealth held 1,723 shares of NextEra Energy worth $130K as of Q3 2026.
NextEra Energy was a new Balance Wealth position in Q3 2026.
NextEra Energy made up 0.03% of Balance Wealth's portfolio in Q3 2026, its #209 holding.
1,856 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.