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Compton Wealth Advisory Group’s NextEra Energy NEE Stock Holding History

Compton Wealth Advisory Group’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 		$707K Hold
9,260
– – 0.14% 63
2026
Q2 		$800K Buy
9,260
+160
+2% +$14.5K 0.16% 60
2026
Q1 		$845K Hold
9,100
– – 0.19% 58
2025
Q4 		$731K Hold
9,100
– – 0.16% 60
2025
Q3 		$687K Hold
9,100
– – 0.16% 61
2025
Q2 		$632K Hold
9,100
– – 0.16% 62
2025
Q1 		$645K Hold
9,100
– – 0.18% 62
2024
Q4 		$652K Buy
9,100
+1,350
+17% +$105K 0.17% 72
2024
Q3 		$655K Buy
+7,750
New +$605K 0.17% 73
2023
Q4 		– Sell
-15,613
Closed -$894K – 90
2023
Q3 		$894K Sell
15,613
-294
-2% -$20.4K 0.31% 56
2023
Q2 		$1.18M Sell
15,907
-231
-1% -$17.5K 0.39% 50
2023
Q1 		$1.24M Buy
16,138
+4,179
+35% +$321K 0.43% 45
2022
Q4 		$1000K Sell
11,959
-121
-1% -$9.8K 0.39% 51
2022
Q3 		$947K Sell
12,080
-1,748
-13% -$148K 0.4% 52
2022
Q2 		$1.07M Buy
13,828
+4,610
+50% +$351K 0.46% 48
2022
Q1 		$781K Buy
9,218
+514
+6% +$41.2K 0.3% 63
2021
Q4 		$813K Buy
8,704
+79
+0.9% +$6.83K 0.35% 56
2021
Q3 		$677K Buy
8,625
+17
+0.2% +$1.37K 0.32% 55
2021
Q2 		$631K Buy
8,608
+620
+8% +$46.5K 0.29% 56
2021
Q1 		$604K Buy
7,988
+1,300
+19% +$101K 0.35% 52
2020
Q4 		$516K Buy
6,688
+12
+0.2% +$898 0.32% 52
2020
Q3 		$463K Buy
6,676
+20
+0.3% +$1.38K 0.35% 54
2020
Q2 		$400K Buy
6,656
+76
+1% +$4.55K 0.43% 55
2020
Q1 		$396K Buy
6,580
+300
+5% +$18.9K 0.51% 45
2019
Q4 		$380K Buy
6,280
+12
+0.2% +$701 0.34% 50
2019
Q3 		$365K Buy
6,268
+296
+5% +$16K 0.2% 56
2019
Q2 		$306K Buy
5,972
+4
+0.1% +$197 0.16% 59
2019
Q1 		$288K Buy
5,968
+200
+3% +$9.14K 0.15% 61
2018
Q4 		$251K Buy
+5,768
New +$252K 0.13% 64

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
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 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
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Compton Wealth Advisory Group's NEE Position: Q3 2026 in Review

Compton Wealth Advisory Group held its NextEra Energy (NEE) position steady in Q3 2026 at 9,260 shares worth $707K. The position accounts for 0.14% of the portfolio, ranked #63.

Compton Wealth Advisory Group first reported a position in NEE in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.24M in Q1 2023. 557 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Compton Wealth Advisory Group held 9,260 shares of NextEra Energy worth $707K as of Q3 2026.
  • Compton Wealth Advisory Group left its NextEra Energy share count unchanged in Q3 2026.
  • NextEra Energy made up 0.14% of Compton Wealth Advisory Group's portfolio in Q3 2026, its #63 holding.
  • Compton Wealth Advisory Group first reported a position in NextEra Energy in Q4 2018 and has held it in 29 quarters since.
  • Compton Wealth Advisory Group's NextEra Energy position peaked at $1.24M in Q1 2023.
  • 557 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q3 2026, filed 13 Oct 2026.