Collective Family Office’s NextEra Energy NEE Stock Holding History

Collective Family Office’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	–	Sell	-2,416	Closed	-$212K	–	167
2026 Q2	$212K	Hold	2,416	–	–	0.04%	158
2026 Q1	$224K	Buy	+2,416	New	+$215K	0.05%	150
2022 Q3	–	Sell	-3,721	Closed	-$288K	–	189
2022 Q2	$288K	Sell	3,721 -21	-0.6%	-$1.6K	0.12%	152
2022 Q1	$317K	Sell	3,742 -15	-0.4%	-$1.2K	0.12%	150
2021 Q4	$351K	Buy	3,757 +213	+6%	+$18.4K	0.14%	137
2021 Q3	$278K	Buy	3,544 +36	+1%	+$2.9K	0.12%	145
2021 Q2	$257K	Hold	3,508	–	–	0.11%	151
2021 Q1	$265K	Buy	3,508 +320	+10%	+$25K	0.13%	143
2020 Q4	$246K	Buy	+3,188	New	+$238K	0.14%	141

Other funds holding NEE

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Collective Family Office's NEE Position: Q3 2026 in Review

Collective Family Office sold out of NextEra Energy (NEE) in Q3 2026, closing a stake of 2,416 shares — an estimated $212K sold.

Collective Family Office first reported a position in NEE in Q4 2020 and held it in 9 quarters. The position peaked at $351K in Q4 2021. 155 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Collective Family Office reported no remaining NextEra Energy position as of Q3 2026 after selling out during the quarter.
Collective Family Office sold 2,416 NextEra Energy shares in Q3 2026, an estimated $212K.
Collective Family Office first reported a position in NextEra Energy in Q4 2020 and held it in 9 quarters.
Collective Family Office's NextEra Energy position peaked at $351K in Q4 2021.
155 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Collective Family Office's 13F filing for Q3 2026, filed 5 Oct 2026.