Centurion Wealth Management
NEE icon

Centurion Wealth Management’s NextEra Energy NEE Stock Holding History

Centurion 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 		$772K Buy
10,196
+15
+0.1% +$1.27K 0.19% 112
2026
Q2 		$894K Sell
10,181
-170
-2% -$15.4K 0.21% 107
2026
Q1 		$961K Sell
10,351
-15
-0.1% -$1.33K 0.22% 95
2025
Q4 		$832K Sell
10,366
-247
-2% -$20.5K 0.18% 99
2025
Q3 		$801K Buy
10,613
+51
+0.5% +$3.73K 0.18% 104
2025
Q2 		$733K Sell
10,562
-626
-6% -$43.5K 0.21% 82
2025
Q1 		$802K Hold
11,188
– – 0.25% 72
2024
Q4 		$802K Buy
11,188
+13
+0.1% +$1.01K 0.25% 72
2024
Q3 		$945K Buy
+11,175
New +$872K 0.3% 65
2024
Q1 		$713K Buy
11,150
+1
+0% +$59 0.28% 67
2023
Q4 		$677K Sell
11,149
-445
-4% -$25.4K 0.29% 59
2023
Q3 		$664K Buy
11,594
+12
+0.1% +$831 0.33% 58
2023
Q2 		$859K Sell
11,582
-257
-2% -$19.5K 0.41% 49
2023
Q1 		$913K Buy
11,839
+8
+0.1% +$615 0.46% 48
2022
Q4 		$989K Buy
+11,831
New +$956K 0.56% 44

Other funds holding NEE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Centurion Wealth Management's NEE Position: Q3 2026 in Review

Centurion Wealth Management increased its NextEra Energy (NEE) stake by 0.15% in Q3 2026, buying an estimated $1.27K and bringing the position to 10,196 shares worth $772K. The position accounts for 0.19% of the portfolio, ranked #112.

Centurion Wealth Management first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $989K in Q4 2022. 2,591 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Centurion Wealth Management held 10,196 shares of NextEra Energy worth $772K as of Q3 2026.
  • Centurion Wealth Management bought 15 NextEra Energy shares in Q3 2026, an estimated $1.27K.
  • NextEra Energy made up 0.19% of Centurion Wealth Management's portfolio in Q3 2026, its #112 holding.
  • Centurion Wealth Management first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
  • Centurion Wealth Management's NextEra Energy position peaked at $989K in Q4 2022.
  • 2,591 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

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