Close Asset Management
NEE icon

Close Asset Management’s NextEra Energy NEE Stock Holding History

Close 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 		$1.45M Sell
19,185
-6,301
-25% -$533K 0.04% 74
2026
Q2 		$2.24M Buy
25,486
+514
+2% +$46.5K 0.06% 66
2026
Q1 		$2.32M Buy
24,972
+22,074
+762% +$1.96M 0.06% 70
2025
Q4 		$233K Buy
2,898
+49
+2% +$4.06K 0.01% 126
2025
Q3 		$215K Sell
2,849
-243
-8% -$17.8K ﹤0.01% 127
2025
Q2 		$215K Sell
3,092
-8,758
-74% -$608K 0.01% 120
2025
Q1 		$840K Buy
11,850
+2,307
+24% +$163K 0.02% 84
2024
Q4 		$684K Hold
9,543
– – 0.02% 90
2024
Q3 		$807K Buy
9,543
+317
+3% +$24.7K 0.02% 84
2024
Q2 		$653K Sell
9,226
-1,232
-12% -$87.4K 0.02% 87
2024
Q1 		$668K Sell
10,458
-6,838
-40% -$401K 0.02% 84
2023
Q4 		$1.05M Sell
17,296
-4,101
-19% -$234K 0.04% 66
2023
Q3 		$1.23M Buy
21,397
+7,019
+49% +$486K 0.06% 64
2023
Q2 		$1.07M Buy
14,378
+5,120
+55% +$388K 0.05% 71
2023
Q1 		$713K Buy
9,258
+8,688
+1,524% +$668K 0.04% 73
2022
Q4 		$48K Hold
570
– – ﹤0.01% 131
2022
Q3 		$45K Hold
570
– – ﹤0.01% 126
2022
Q2 		$44K Hold
570
– – ﹤0.01% 126
2022
Q1 		$53K Hold
570
– – ﹤0.01% 123
2021
Q4 		$53K Hold
570
– – ﹤0.01% 123
2021
Q3 		$45K Hold
570
– – ﹤0.01% 131
2021
Q2 		$42K Buy
570
+270
+90% +$20.3K ﹤0.01% 135
2021
Q1 		$23K Buy
+300
New +$23.4K ﹤0.01% 156

Other funds holding NEE

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

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

Close Asset Management reduced its NextEra Energy (NEE) stake by 25% in Q3 2026, selling an estimated $533K and leaving 19,185 shares worth $1.45M. The position accounts for 0.04% of the portfolio, ranked #74.

Close Asset Management first reported a position in NEE in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.32M in Q1 2026. 1,897 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Close Asset Management held 19,185 shares of NextEra Energy worth $1.45M as of Q3 2026.
  • Close Asset Management sold 6,301 NextEra Energy shares in Q3 2026, an estimated $533K.
  • NextEra Energy made up 0.04% of Close Asset Management's portfolio in Q3 2026, its #74 holding.
  • Close Asset Management first reported a position in NextEra Energy in Q1 2021 and has held it in 23 quarters since.
  • Close Asset Management's NextEra Energy position peaked at $2.32M in Q1 2026.
  • 1,897 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Close Asset Management's 13F filing for Q3 2026, filed 30 Oct 2026.