Discipline Wealth Solutions
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Discipline Wealth Solutions’s NextEra Energy NEE Stock Holding History

Discipline Wealth Solutions’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 		$203K Sell
2,686
-4
-0.1% -$338 0.02% 196
2026
Q2 		$236K Sell
2,690
-60
-2% -$5.43K 0.02% 184
2026
Q1 		$255K Buy
2,750
+28
+1% +$2.49K 0.03% 166
2025
Q4 		$219K Buy
+2,722
New +$225K 0.04% 160

Other funds holding NEE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Discipline Wealth Solutions's NEE Position: Q3 2026 in Review

Discipline Wealth Solutions reduced its NextEra Energy (NEE) stake by 0.15% in Q3 2026, selling an estimated $338 and leaving 2,686 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #196.

Discipline Wealth Solutions first reported a position in NEE in Q4 2025 and has held it in 4 quarters since. The position peaked at $255K in Q1 2026. 1,733 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Discipline Wealth Solutions held 2,686 shares of NextEra Energy worth $203K as of Q3 2026.
  • Discipline Wealth Solutions sold 4 NextEra Energy shares in Q3 2026, an estimated $338.
  • NextEra Energy made up 0.02% of Discipline Wealth Solutions's portfolio in Q3 2026, its #196 holding.
  • Discipline Wealth Solutions first reported a position in NextEra Energy in Q4 2025 and has held it in 4 quarters since.
  • Discipline Wealth Solutions's NextEra Energy position peaked at $255K in Q1 2026.
  • 1,733 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

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