COMPASS FINANCIAL MANAGEMENT LLC’s NextEra Energy NEE Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 Q2	$498K	Buy	+5,686	New	+$514K	0.06%	276

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's NEE Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in NextEra Energy (NEE) in Q2 2026: 5,686 shares worth $498K. The stake represents 0.06% of the portfolio and ranks #276 among its holdings.

2,430 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 5,686 shares of NextEra Energy worth $498K as of Q2 2026.
NextEra Energy was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
NextEra Energy made up 0.06% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #276 holding.
2,430 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.