Clarus Wealth Advisors’s NextEra Energy NEE Stock Holding History

Clarus Wealth Advisors’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	$551K	Buy	7,121 +165	+2%	+$14K	0.2%	70
2026 Q2	$608K	Buy	6,956 +1,382	+25%	+$125K	0.23%	64
2026 Q1	$522K	Buy	+5,574	New	+$496K	0.22%	67
2020 Q2	–	Sell	-13,272	Closed	-$735K	–	144
2020 Q1	$735K	Sell	13,272 -136	-1%	-$8.55K	0.73%	33
2019 Q4	$815K	Buy	13,408 +420	+3%	+$24.5K	0.54%	43
2019 Q3	$757K	Sell	12,988 -4,176	-24%	-$226K	0.55%	39
2019 Q2	$879K	Buy	17,164 +2,908	+20%	+$143K	0.64%	26
2019 Q1	$689K	Buy	14,256 +2,604	+22%	+$119K	0.52%	27
2018 Q4	$506K	Buy	11,652 +168	+1%	+$7.35K	0.8%	19
2018 Q3	$481K	Buy	11,484 +1,524	+15%	+$64.9K	0.31%	34
2018 Q2	$407K	Hold	9,960	–	–	0.31%	37
2018 Q1	$407K	Buy	9,960 +520	+6%	+$20.1K	0.38%	37
2017 Q4	$369K	Buy	+9,440	New	+$364K	0.36%	47

Other funds holding NEE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Clarus Wealth Advisors's NEE Position: Q3 2026 in Review

Clarus Wealth Advisors increased its NextEra Energy (NEE) stake by 2.4% in Q3 2026, buying an estimated $14K and bringing the position to 7,121 shares worth $551K. The position accounts for 0.2% of the portfolio, ranked #70.

Clarus Wealth Advisors first reported a position in NEE in Q4 2017 and has held it in 13 quarters since. The position peaked at $879K in Q2 2019. 1,733 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Clarus Wealth Advisors held 7,121 shares of NextEra Energy worth $551K as of Q3 2026.
Clarus Wealth Advisors bought 165 NextEra Energy shares in Q3 2026, an estimated $14K.
NextEra Energy made up 0.2% of Clarus Wealth Advisors's portfolio in Q3 2026, its #70 holding.
Clarus Wealth Advisors first reported a position in NextEra Energy in Q4 2017 and has held it in 13 quarters since.
Clarus Wealth Advisors's NextEra Energy position peaked at $879K in Q2 2019.
1,733 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Clarus Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.