Fidato Wealth
NEE icon

Fidato Wealth’s NextEra Energy NEE Stock Holding History

Fidato 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 		$301K Hold
3,971
– – 0.16% 21
2026
Q2 		$349K Sell
3,971
-82
-2% -$7.42K 0.2% 12
2026
Q1 		$376K Buy
4,053
+5
+0.1% +$445 0.24% 11
2025
Q4 		$325K Hold
4,048
– – 0.21% 12
2025
Q3 		$306K Buy
+4,048
New +$296K 0.2% 12

Other funds holding NEE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Fidato Wealth's NEE Position: Q3 2026 in Review

Fidato Wealth held its NextEra Energy (NEE) position steady in Q3 2026 at 3,971 shares worth $301K. The position accounts for 0.16% of the portfolio, ranked #21.

Fidato Wealth first reported a position in NEE in Q3 2025 and has held it in 5 quarters since. The position peaked at $376K in Q1 2026. 1,199 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Fidato Wealth held 3,971 shares of NextEra Energy worth $301K as of Q3 2026.
  • Fidato Wealth left its NextEra Energy share count unchanged in Q3 2026.
  • NextEra Energy made up 0.16% of Fidato Wealth's portfolio in Q3 2026, its #21 holding.
  • Fidato Wealth first reported a position in NextEra Energy in Q3 2025 and has held it in 5 quarters since.
  • Fidato Wealth's NextEra Energy position peaked at $376K in Q1 2026.
  • 1,199 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Fidato Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.