Boomfish Wealth Group’s NextEra Energy NEE Stock Holding History

Boomfish Wealth Group’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	$1.76M	Buy	23,198 +390	+2%	+$33K	0.76%	56
2026 Q2	$2M	Sell	22,808 -222	-1%	-$20.1K	0.91%	49
2026 Q1	$2.14M	Buy	23,030 +428	+2%	+$38.1K	1.14%	38
2025 Q4	$1.81M	Sell	22,602 -966	-4%	-$80K	0.97%	46
2025 Q3	$1.78M	Buy	23,568 +350	+2%	+$25.6K	0.96%	45
2025 Q2	$1.61M	Buy	23,218 +996	+4%	+$69.2K	0.93%	51
2025 Q1	$1.58M	Buy	22,222 +1,298	+6%	+$91.6K	1.02%	50
2024 Q4	$1.5M	Buy	20,924 +1,545	+8%	+$120K	0.91%	49
2024 Q3	$1.64M	Sell	19,379 -1,284	-6%	-$100K	1%	41
2024 Q2	$1.46M	Sell	20,663 -176	-0.8%	-$12.5K	0.95%	42
2024 Q1	$1.33M	Buy	20,839 +759	+4%	+$44.5K	0.9%	56
2023 Q4	$1.22M	Buy	+20,080	New	+$1.14M	0.88%	53

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

Boomfish Wealth Group's NEE Position: Q3 2026 in Review

Boomfish Wealth Group increased its NextEra Energy (NEE) stake by 1.7% in Q3 2026, buying an estimated $33K and bringing the position to 23,198 shares worth $1.76M. The position accounts for 0.76% of the portfolio, ranked #56.

Boomfish Wealth Group first reported a position in NEE in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.14M in Q1 2026. 1,803 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Boomfish Wealth Group held 23,198 shares of NextEra Energy worth $1.76M as of Q3 2026.
Boomfish Wealth Group bought 390 NextEra Energy shares in Q3 2026, an estimated $33K.
NextEra Energy made up 0.76% of Boomfish Wealth Group's portfolio in Q3 2026, its #56 holding.
Boomfish Wealth Group first reported a position in NextEra Energy in Q4 2023 and has held it in 12 quarters since.
Boomfish Wealth Group's NextEra Energy position peaked at $2.14M in Q1 2026.
1,803 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Boomfish Wealth Group's 13F filing for Q3 2026, filed 22 Oct 2026.