Consilium Wealth Advisory’s NextEra Energy NEE Stock Holding History

Consilium Wealth Advisory’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	$250K	Buy	3,300 +122	+4%	+$10.3K	0.07%	93
2026 Q2	$279K	Buy	3,178 +19	+0.6%	+$1.72K	0.08%	94
2026 Q1	$293K	Buy	3,159 +399	+14%	+$35.5K	0.1%	88
2025 Q4	$222K	Buy	2,760 +19	+0.7%	+$1.57K	0.08%	91
2025 Q3	$207K	Buy	+2,741	New	+$200K	0.08%	94
2024 Q4	–	Sell	-2,657	Closed	-$225K	–	90
2024 Q3	$225K	Buy	+2,657	New	+$207K	0.12%	83
2024 Q1	–	Sell	-10,732	Closed	-$652K	–	85
2023 Q4	$652K	Buy	+10,732	New	+$612K	0.39%	48

Other funds holding NEE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Consilium Wealth Advisory's NEE Position: Q3 2026 in Review

Consilium Wealth Advisory increased its NextEra Energy (NEE) stake by 3.8% in Q3 2026, buying an estimated $10.3K and bringing the position to 3,300 shares worth $250K. The position accounts for 0.07% of the portfolio, ranked #93.

Consilium Wealth Advisory first reported a position in NEE in Q4 2023 and has held it in 7 quarters since. The position peaked at $652K in Q4 2023. 1,733 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Consilium Wealth Advisory held 3,300 shares of NextEra Energy worth $250K as of Q3 2026.
Consilium Wealth Advisory bought 122 NextEra Energy shares in Q3 2026, an estimated $10.3K.
NextEra Energy made up 0.07% of Consilium Wealth Advisory's portfolio in Q3 2026, its #93 holding.
Consilium Wealth Advisory first reported a position in NextEra Energy in Q4 2023 and has held it in 7 quarters since.
Consilium Wealth Advisory's NextEra Energy position peaked at $652K in Q4 2023.
1,733 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.