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Burkett Financial Services’s NextEra Energy NEE Stock Holding History

Burkett Financial Services’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 		$77.4K Buy
1,021
+993
+3,546% +$84K 0.02% 102
2026
Q2 		$2.48K Hold
28
– – ﹤0.01% 232
2026
Q1 		$2.6K Buy
28
+1
+4% +$89 ﹤0.01% 210
2025
Q4 		$2.23K Sell
27
-1
-4% -$83 ﹤0.01% 202
2025
Q3 		$2.09K Sell
28
-337
-92% -$24.6K ﹤0.01% 198
2025
Q2 		$25.3K Buy
365
+3
+0.8% +$208 0.01% 118
2025
Q1 		$25.7K Buy
362
+3
+0.8% +$212 0.01% 121
2024
Q4 		$25.8K Buy
359
+332
+1,230% +$25.8K 0.01% 112
2024
Q3 		$2.28K Buy
+27
New +$2.11K ﹤0.01% 187

Other funds holding NEE

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Burkett Financial Services's NEE Position: Q3 2026 in Review

Burkett Financial Services increased its NextEra Energy (NEE) stake by 3,546% in Q3 2026, buying an estimated $84K and bringing the position to 1,021 shares worth $77.4K. The position accounts for 0.02% of the portfolio, ranked #102.

Burkett Financial Services first reported a position in NEE in Q3 2024 and has held it in 9 quarters since. 155 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Burkett Financial Services held 1,021 shares of NextEra Energy worth $77.4K as of Q3 2026.
  • Burkett Financial Services bought 993 NextEra Energy shares in Q3 2026, an estimated $84K.
  • NextEra Energy made up 0.02% of Burkett Financial Services's portfolio in Q3 2026, its #102 holding.
  • Burkett Financial Services first reported a position in NextEra Energy in Q3 2024 and has held it in 9 quarters since.
  • 155 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.