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Castle Rock Wealth Management’s NextEra Energy NEE Stock Holding History

Castle Rock Wealth 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 		$346K Buy
4,439
+39
+0.9% +$3.3K 0.07% 201
2026
Q2 		$380K Sell
4,400
-56
-1% -$5.07K 0.07% 197
2026
Q1 		$415K Sell
4,456
-66
-1% -$5.87K 0.09% 177
2025
Q4 		$399K Buy
4,522
+30
+0.7% +$2.48K 0.09% 176
2025
Q3 		$350K Buy
4,492
+15
+0.3% +$1.1K 0.08% 195
2025
Q2 		$342K Buy
4,477
+20
+0.4% +$1.39K 0.08% 190
2025
Q1 		$316K Buy
4,457
+30
+0.7% +$2.12K 0.09% 181
2024
Q4 		$301K Sell
4,427
-25
-0.6% -$1.94K 0.07% 188
2024
Q3 		$366K Buy
4,452
+25
+0.6% +$1.95K 0.09% 179
2024
Q2 		$309K Buy
4,427
+5
+0.1% +$355 0.08% 194
2024
Q1 		$303K Sell
4,422
-4,986
-53% -$292K 0.08% 187
2023
Q4 		$580K Buy
9,408
+1,569
+20% +$89.4K 0.18% 135
2023
Q3 		$387K Sell
7,839
-3
-0% -$208 0.13% 151
2023
Q2 		$588K Buy
7,842
+767
+11% +$58.1K 0.2% 116
2023
Q1 		$535K Sell
7,075
-1,201
-15% -$92.4K 0.19% 117
2022
Q4 		$632K Buy
8,276
+454
+6% +$36.7K 0.28% 101
2022
Q3 		$595K Sell
7,822
-105
-1% -$8.91K 0.3% 88
2022
Q2 		$637K Buy
7,927
+1,211
+18% +$92.2K 0.32% 86
2022
Q1 		$550K Sell
6,716
-2,361
-26% -$189K 0.25% 120
2021
Q4 		$750K Sell
9,077
-129
-1% -$11.1K 0.31% 97
2021
Q3 		$779K Sell
9,206
-2,210
-19% -$178K 0.27% 113
2021
Q2 		$919K Sell
11,416
-9,406
-45% -$706K 0.34% 101
2021
Q1 		$1.63M Buy
20,822
+1,747
+9% +$136K 0.66% 45
2020
Q4 		$1.61M Buy
19,075
+9,055
+90% +$677K 0.67% 40
2020
Q3 		$746K Sell
10,020
-7,540
-43% -$521K 0.49% 73
2020
Q2 		$1.25M Buy
17,560
+9,760
+125% +$584K 0.73% 41
2020
Q1 		$453K Hold
7,800
– – 0.39% 66
2019
Q4 		$531K Hold
7,800
– – 0.48% 84
2019
Q3 		$433K Buy
+7,800
New +$422K 0.45% 84

Other funds holding NEE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Castle Rock Wealth Management's NEE Position: Q3 2026 in Review

Castle Rock Wealth Management increased its NextEra Energy (NEE) stake by 0.89% in Q3 2026, buying an estimated $3.3K and bringing the position to 4,439 shares worth $346K. The position accounts for 0.07% of the portfolio, ranked #201.

Castle Rock Wealth Management first reported a position in NEE in Q3 2019 and has held it in 29 quarters since. The position peaked at $1.63M in Q1 2021. 382 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Castle Rock Wealth Management held 4,439 shares of NextEra Energy worth $346K as of Q3 2026.
  • Castle Rock Wealth Management bought 39 NextEra Energy shares in Q3 2026, an estimated $3.3K.
  • NextEra Energy made up 0.07% of Castle Rock Wealth Management's portfolio in Q3 2026, its #201 holding.
  • Castle Rock Wealth Management first reported a position in NextEra Energy in Q3 2019 and has held it in 29 quarters since.
  • Castle Rock Wealth Management's NextEra Energy position peaked at $1.63M in Q1 2021.
  • 382 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.