Broadway Wealth Solutions’s NextEra Energy NEE Stock Holding History

Broadway Wealth Solutions’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	$298K	Buy	3,931 +258	+7%	+$21.8K	0.13%	69
2026 Q2	$322K	Buy	3,673 +191	+5%	+$17.3K	0.15%	63
2026 Q1	$323K	Sell	3,482 -269	-7%	-$23.9K	0.17%	67
2025 Q4	$301K	Sell	3,751 -93	-2%	-$7.7K	0.16%	68
2025 Q3	$290K	Buy	3,844 +110	+3%	+$8.04K	0.16%	73
2025 Q2	$259K	Buy	3,734 +55	+1%	+$3.82K	0.16%	76
2025 Q1	$261K	Buy	3,679 +20	+0.5%	+$1.41K	0.19%	68
2024 Q4	$262K	Buy	+3,659	New	+$284K	0.2%	74

Other funds holding NEE

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

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Broadway Wealth Solutions's NEE Position: Q3 2026 in Review

Broadway Wealth Solutions increased its NextEra Energy (NEE) stake by 7% in Q3 2026, buying an estimated $21.8K and bringing the position to 3,931 shares worth $298K. The position accounts for 0.13% of the portfolio, ranked #69.

Broadway Wealth Solutions first reported a position in NEE in Q4 2024 and has held it in 8 quarters since. The position peaked at $323K in Q1 2026. 2,004 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Broadway Wealth Solutions held 3,931 shares of NextEra Energy worth $298K as of Q3 2026.
Broadway Wealth Solutions bought 258 NextEra Energy shares in Q3 2026, an estimated $21.8K.
NextEra Energy made up 0.13% of Broadway Wealth Solutions's portfolio in Q3 2026, its #69 holding.
Broadway Wealth Solutions first reported a position in NextEra Energy in Q4 2024 and has held it in 8 quarters since.
Broadway Wealth Solutions's NextEra Energy position peaked at $323K in Q1 2026.
2,004 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.