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Byrne Asset Management’s NextEra Energy NEE Stock Holding History

Byrne Asset Management’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 		$134K Buy
1,759
+275
+19% +$23.3K 0.08% 192
2026
Q2 		$130K Hold
1,484
– – 0.07% 210
2026
Q1 		$138K Sell
1,484
-5
-0.3% -$445 0.08% 184
2025
Q4 		$120K Hold
1,489
– – 0.07% 198
2025
Q3 		$112K Sell
1,489
-62
-4% -$4.53K 0.07% 151
2025
Q2 		$108K Sell
1,551
-288
-16% -$20K 0.07% 149
2025
Q1 		$130K Sell
1,839
-400
-18% -$28.2K 0.1% 128
2024
Q4 		$161K Hold
2,239
– – 0.11% 122
2024
Q3 		$189K Buy
2,239
+2,120
+1,782% +$165K 0.13% 116
2024
Q2 		$8.77K Hold
119
– – 0.01% 390
2024
Q1 		$7.61K Sell
119
-45
-27% -$2.64K 0.01% 403
2023
Q4 		$9.94K Sell
164
-17
-9% -$969 0.01% 361
2023
Q3 		$10K Buy
181
+62
+52% +$4.29K 0.01% 338
2023
Q2 		$9K Hold
119
– – 0.01% 416
2023
Q1 		$9K Buy
119
+19
+19% +$1.46K 0.01% 398
2022
Q4 		$8.36K Sell
100
-100
-50% -$8.08K 0.01% 390
2022
Q3 		$16K Hold
200
– – 0.01% 321
2022
Q2 		$15K Hold
200
– – 0.01% 317
2022
Q1 		$17K Sell
200
-1,080
-84% -$86.6K 0.01% 327
2021
Q4 		$120K Buy
+1,280
New +$111K 0.08% 147

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

Byrne Asset Management's NEE Position: Q3 2026 in Review

Byrne Asset Management increased its NextEra Energy (NEE) stake by 19% in Q3 2026, buying an estimated $23.3K and bringing the position to 1,759 shares worth $134K. The position accounts for 0.08% of the portfolio, ranked #192.

Byrne Asset Management first reported a position in NEE in Q4 2021 and has held it in 20 quarters since. The position peaked at $189K in Q3 2024. 155 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Byrne Asset Management held 1,759 shares of NextEra Energy worth $134K as of Q3 2026.
  • Byrne Asset Management bought 275 NextEra Energy shares in Q3 2026, an estimated $23.3K.
  • NextEra Energy made up 0.08% of Byrne Asset Management's portfolio in Q3 2026, its #192 holding.
  • Byrne Asset Management first reported a position in NextEra Energy in Q4 2021 and has held it in 20 quarters since.
  • Byrne Asset Management's NextEra Energy position peaked at $189K in Q3 2024.
  • 155 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.