Elevated Capital Advisors
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Elevated Capital Advisors’s NextEra Energy NEE Stock Holding History

Elevated Capital 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 		$38.2K Sell
504
-2,284
-82% -$193K 0.01% 319
2026
Q2 		$245K Sell
2,788
-2,782
-50% -$252K 0.07% 231
2026
Q1 		$517K Buy
5,570
+5,083
+1,044% +$452K 0.13% 176
2025
Q4 		$39.1K Buy
+487
New +$40.3K 0.01% 357

Other funds holding NEE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Elevated Capital Advisors's NEE Position: Q3 2026 in Review

Elevated Capital Advisors reduced its NextEra Energy (NEE) stake by 82% in Q3 2026, selling an estimated $193K and leaving 504 shares worth $38.2K. The position accounts for 0.01% of the portfolio, ranked #319.

Elevated Capital Advisors first reported a position in NEE in Q4 2025 and has held it in 4 quarters since. The position peaked at $517K in Q1 2026. 2,004 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Elevated Capital Advisors held 504 shares of NextEra Energy worth $38.2K as of Q3 2026.
  • Elevated Capital Advisors sold 2,284 NextEra Energy shares in Q3 2026, an estimated $193K.
  • NextEra Energy made up 0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #319 holding.
  • Elevated Capital Advisors first reported a position in NextEra Energy in Q4 2025 and has held it in 4 quarters since.
  • Elevated Capital Advisors's NextEra Energy position peaked at $517K in Q1 2026.
  • 2,004 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.