Compass Financial Management
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Compass Financial Management’s NextEra Energy NEE Stock Holding History

Compass Financial 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 		$455K Buy
6,012
+326
+6% +$27.6K 0.05% 306
2026
Q2 		$498K Buy
+5,686
New +$514K 0.06% 276

Other funds holding NEE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Compass Financial Management's NEE Position: Q3 2026 in Review

Compass Financial Management increased its NextEra Energy (NEE) stake by 5.7% in Q3 2026, buying an estimated $27.6K and bringing the position to 6,012 shares worth $455K. The position accounts for 0.05% of the portfolio, ranked #306.

Compass Financial Management first reported a position in NEE in Q2 2026 and has held it in 2 quarters since. The position peaked at $498K in Q2 2026. 2,591 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Compass Financial Management held 6,012 shares of NextEra Energy worth $455K as of Q3 2026.
  • Compass Financial Management bought 326 NextEra Energy shares in Q3 2026, an estimated $27.6K.
  • NextEra Energy made up 0.05% of Compass Financial Management's portfolio in Q3 2026, its #306 holding.
  • Compass Financial Management first reported a position in NextEra Energy in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's NextEra Energy position peaked at $498K in Q2 2026.
  • 2,591 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

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