Bender Robert & Associates’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
– Sell
-36,361
Closed -$2.57M – 69
2024
Q2
$2.57M Buy
+36,361
New +$2.58M 0.57% 24

Other funds holding NEE

Bender Robert & Associates's NEE Position: Q3 2026 in Review

Bender Robert & Associates increased its NextEra Energy (NEE) stake by 4.2% in Q3 2026, buying an estimated $125K and bringing the position to 36,164 shares worth $2.74M. The position accounts for 0.52% of the portfolio, ranked #25.

Bender Robert & Associates first reported a position in NEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.38M in Q1 2022. 1,733 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Bender Robert & Associates held 36,164 shares of NextEra Energy worth $2.74M as of Q3 2026.
  • Bender Robert & Associates bought 1,472 NextEra Energy shares in Q3 2026, an estimated $125K.
  • NextEra Energy made up 0.52% of Bender Robert & Associates's portfolio in Q3 2026, its #25 holding.
  • Bender Robert & Associates first reported a position in NextEra Energy in Q2 2013 and has held it in 53 quarters since.
  • Bender Robert & Associates's NextEra Energy position peaked at $3.38M in Q1 2022.
  • 1,733 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Bender Robert & Associates's 13F filing for Q3 2026, filed 21 Oct 2026.