Commonwealth Financial Services
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Commonwealth Financial Services’s NextEra Energy NEE Stock Holding History

Commonwealth Financial Services’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
-3,728
Closed -$327K – 335
2026
Q2 		$327K Buy
3,728
+503
+16% +$45.5K 0.04% 198
2026
Q1 		$300K Buy
3,225
+293
+10% +$26K 0.05% 178
2025
Q4 		$235K Buy
+2,932
New +$243K 0.04% 200
2024
Q2 		– Sell
-3,526
Closed -$214K – 202
2024
Q1 		$214K Hold
3,526
– – 0.05% 170
2023
Q4 		$214K Sell
3,526
-98
-3% -$5.58K 0.05% 170
2023
Q3 		$208K Buy
+3,624
New +$251K 0.06% 174

Other funds holding NEE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Commonwealth Financial Services's NEE Position: Q3 2026 in Review

Commonwealth Financial Services sold out of NextEra Energy (NEE) in Q3 2026, closing a stake of 3,728 shares — an estimated $327K sold.

Commonwealth Financial Services first reported a position in NEE in Q3 2023 and held it in 6 quarters. The position peaked at $327K in Q2 2026. 860 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Commonwealth Financial Services reported no remaining NextEra Energy position as of Q3 2026 after selling out during the quarter.
  • Commonwealth Financial Services sold 3,728 NextEra Energy shares in Q3 2026, an estimated $327K.
  • Commonwealth Financial Services first reported a position in NextEra Energy in Q3 2023 and held it in 6 quarters.
  • Commonwealth Financial Services's NextEra Energy position peaked at $327K in Q2 2026.
  • 860 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.