Blake Schutter Theil Wealth Advisors’s NextEra Energy NEE Stock Holding History

Blake Schutter Theil Wealth Advisors’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	$499K	Sell	6,592 -7	-0.1%	-$592	0.34%	67
2026 Q2	$579K	Hold	6,599	–	–	0.39%	59
2026 Q1	$613K	Sell	6,599 -195	-3%	-$17.3K	0.5%	52
2025 Q4	$545K	Buy	6,794 +64	+1%	+$5.3K	0.45%	57
2025 Q3	$508K	Buy	6,730 +533	+9%	+$38.9K	0.5%	59
2025 Q2	$430K	Buy	6,197 +300	+5%	+$20.8K	0.49%	62
2025 Q1	$418K	Sell	5,897 -210	-3%	-$14.8K	0.48%	68
2024 Q4	$438K	Sell	6,107 -8,531	-58%	-$663K	0.46%	63
2024 Q3	$1.24M	Buy	+14,638	New	+$1.14M	0.89%	24

Other funds holding NEE

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's NEE Position: Q3 2026 in Review

Blake Schutter Theil Wealth Advisors reduced its NextEra Energy (NEE) stake by 0.11% in Q3 2026, selling an estimated $592 and leaving 6,592 shares worth $499K. The position accounts for 0.34% of the portfolio, ranked #67.

Blake Schutter Theil Wealth Advisors first reported a position in NEE in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.24M in Q3 2024. 2,591 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Blake Schutter Theil Wealth Advisors held 6,592 shares of NextEra Energy worth $499K as of Q3 2026.
Blake Schutter Theil Wealth Advisors sold 7 NextEra Energy shares in Q3 2026, an estimated $592.
NextEra Energy made up 0.34% of Blake Schutter Theil Wealth Advisors's portfolio in Q3 2026, its #67 holding.
Blake Schutter Theil Wealth Advisors first reported a position in NextEra Energy in Q3 2024 and has held it in 9 quarters since.
Blake Schutter Theil Wealth Advisors's NextEra Energy position peaked at $1.24M in Q3 2024.
2,591 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.