Fairvoy Private Wealth’s NextEra Energy NEE Stock Holding History

Fairvoy Private Wealth’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	$1.66M	Buy	21,948 +2,521	+13%	+$213K	0.33%	67
2026 Q2	$1.71M	Buy	19,427 +2,254	+13%	+$204K	0.34%	64
2026 Q1	$1.6M	Sell	17,173 -786	-4%	-$69.9K	0.38%	67
2025 Q4	$1.44M	Sell	17,959 -244	-1%	-$20.2K	0.32%	66
2025 Q3	$1.37M	Sell	18,203 -132	-0.7%	-$9.6K	0.31%	70
2025 Q2	$1.27M	Buy	18,335 +1,609	+10%	+$112K	0.32%	70
2025 Q1	$1.19M	Buy	16,726 +12,363	+283%	+$873K	0.33%	69
2024 Q4	$313K	Buy	+4,363	New	+$339K	0.08%	141

Other funds holding NEE

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fairvoy Private Wealth's NEE Position: Q3 2026 in Review

Fairvoy Private Wealth increased its NextEra Energy (NEE) stake by 13% in Q3 2026, buying an estimated $213K and bringing the position to 21,948 shares worth $1.66M. The position accounts for 0.33% of the portfolio, ranked #67.

Fairvoy Private Wealth first reported a position in NEE in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.71M in Q2 2026. 2,591 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Fairvoy Private Wealth held 21,948 shares of NextEra Energy worth $1.66M as of Q3 2026.
Fairvoy Private Wealth bought 2,521 NextEra Energy shares in Q3 2026, an estimated $213K.
NextEra Energy made up 0.33% of Fairvoy Private Wealth's portfolio in Q3 2026, its #67 holding.
Fairvoy Private Wealth first reported a position in NextEra Energy in Q4 2024 and has held it in 8 quarters since.
Fairvoy Private Wealth's NextEra Energy position peaked at $1.71M in Q2 2026.
2,591 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Fairvoy Private Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.