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Diversified Management’s NextEra Energy NEE Stock Holding History

Diversified 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 		$236K Buy
3,115
+80
+3% +$6.77K 0.04% 222
2026
Q2 		$266K Sell
3,035
-287
-9% -$26K 0.06% 152
2026
Q1 		$309K Buy
3,322
+287
+9% +$25.5K 0.05% 214
2025
Q4 		$244K Buy
+3,035
New +$251K 0.06% 155

Other funds holding NEE

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Diversified Management's NEE Position: Q3 2026 in Review

Diversified Management increased its NextEra Energy (NEE) stake by 2.6% in Q3 2026, buying an estimated $6.77K and bringing the position to 3,115 shares worth $236K. The position accounts for 0.04% of the portfolio, ranked #222.

Diversified Management first reported a position in NEE in Q4 2025 and has held it in 4 quarters since. The position peaked at $309K in Q1 2026. 155 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Diversified Management held 3,115 shares of NextEra Energy worth $236K as of Q3 2026.
  • Diversified Management bought 80 NextEra Energy shares in Q3 2026, an estimated $6.77K.
  • NextEra Energy made up 0.04% of Diversified Management's portfolio in Q3 2026, its #222 holding.
  • Diversified Management first reported a position in NextEra Energy in Q4 2025 and has held it in 4 quarters since.
  • Diversified Management's NextEra Energy position peaked at $309K in Q1 2026.
  • 155 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.