Etesian Wealth Advisors
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Etesian Wealth Advisors’s NextEra Energy NEE Stock Holding History

Etesian Wealth 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 		$212K Buy
2,804
+105
+4% +$8.88K 0.06% 132
2026
Q2 		$237K Sell
2,699
-263
-9% -$23.8K 0.07% 128
2026
Q1 		$275K Buy
2,962
+211
+8% +$18.8K 0.09% 118
2025
Q4 		$221K Sell
2,751
-415
-13% -$34.4K 0.07% 126
2025
Q3 		$239K Sell
3,166
-118
-4% -$8.62K 0.08% 125
2025
Q2 		$228K Sell
3,284
-136
-4% -$9.45K 0.09% 132
2025
Q1 		$242K Hold
3,420
– – 0.1% 129
2024
Q4 		$245K Buy
3,420
+45
+1% +$3.5K 0.11% 134
2024
Q3 		$285K Sell
3,375
-180
-5% -$14K 0.13% 128
2024
Q2 		$252K Hold
3,555
– – 0.14% 112
2024
Q1 		$227K Hold
3,555
– – 0.13% 110
2023
Q4 		$217K Buy
+3,555
New +$203K 0.13% 109
2023
Q3 		– Sell
-3,360
Closed -$249K – 107
2023
Q2 		$249K Buy
3,360
+412
+14% +$31.2K 0.16% 100
2023
Q1 		$227K Buy
2,948
+25
+0.9% +$1.92K 0.15% 101
2022
Q4 		$244K Buy
+2,923
New +$236K 0.18% 101

Other funds holding NEE

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 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

Etesian Wealth Advisors's NEE Position: Q3 2026 in Review

Etesian Wealth Advisors increased its NextEra Energy (NEE) stake by 3.9% in Q3 2026, buying an estimated $8.88K and bringing the position to 2,804 shares worth $212K. The position accounts for 0.06% of the portfolio, ranked #132.

Etesian Wealth Advisors first reported a position in NEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $285K in Q3 2024. 2,280 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Etesian Wealth Advisors held 2,804 shares of NextEra Energy worth $212K as of Q3 2026.
  • Etesian Wealth Advisors bought 105 NextEra Energy shares in Q3 2026, an estimated $8.88K.
  • NextEra Energy made up 0.06% of Etesian Wealth Advisors's portfolio in Q3 2026, its #132 holding.
  • Etesian Wealth Advisors first reported a position in NextEra Energy in Q4 2022 and has held it in 15 quarters since.
  • Etesian Wealth Advisors's NextEra Energy position peaked at $285K in Q3 2024.
  • 2,280 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Etesian Wealth Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.