Compass Ion Advisors’s NextEra Energy NEE Stock Holding History

Compass Ion 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	$2.55M	Sell	33,656 -43	-0.1%	-$3.64K	0.21%	55
2026 Q2	$2.96M	Buy	33,699 +3	+0%	+$271	0.25%	49
2026 Q1	$3.13M	Sell	33,696 -464	-1%	-$41.3K	0.3%	43
2025 Q4	$2.74M	Sell	34,160 -5	-0%	-$414	0.26%	50
2025 Q3	$2.58M	Buy	34,165 +17	+0%	+$1.24K	0.25%	51
2025 Q2	$2.37M	Sell	34,148 -483	-1%	-$33.5K	0.26%	49
2025 Q1	$2.46M	Buy	34,631 +2	+0%	+$141	0.29%	43
2024 Q4	$2.48M	Sell	34,629 -458	-1%	-$35.6K	0.29%	45
2024 Q3	$2.97M	Sell	35,087 -110	-0.3%	-$8.58K	0.36%	36
2024 Q2	$2.25M	Hold	35,197	–	–	0.32%	42
2024 Q1	$2.25M	Sell	35,197 -291	-0.8%	-$17K	0.32%	43
2023 Q4	$2.16M	Buy	35,488 +470	+1%	+$26.8K	0.33%	45
2023 Q3	$2.01M	Buy	+35,018	New	+$2.42M	0.34%	46

Other funds holding NEE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Compass Ion Advisors's NEE Position: Q3 2026 in Review

Compass Ion Advisors reduced its NextEra Energy (NEE) stake by 0.13% in Q3 2026, selling an estimated $3.64K and leaving 33,656 shares worth $2.55M. The position accounts for 0.21% of the portfolio, ranked #55.

Compass Ion Advisors first reported a position in NEE in Q3 2023 and has held it in 13 quarters since. The position peaked at $3.13M in Q1 2026. 1,175 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Compass Ion Advisors held 33,656 shares of NextEra Energy worth $2.55M as of Q3 2026.
Compass Ion Advisors sold 43 NextEra Energy shares in Q3 2026, an estimated $3.64K.
NextEra Energy made up 0.21% of Compass Ion Advisors's portfolio in Q3 2026, its #55 holding.
Compass Ion Advisors first reported a position in NextEra Energy in Q3 2023 and has held it in 13 quarters since.
Compass Ion Advisors's NextEra Energy position peaked at $3.13M in Q1 2026.
1,175 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Compass Ion Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.