FMA Wealth Management’s NextEra Energy NEE Stock Holding History

FMA Wealth 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	$541K	Sell	7,144 -300	-4%	-$25.4K	0.34%	28
2026 Q2	$653K	Hold	7,444	–	–	0.42%	25
2026 Q1	$691K	Hold	7,444	–	–	0.46%	25
2025 Q4	$598K	Sell	7,444 -50	-0.7%	-$4.14K	0.39%	26
2025 Q3	$566K	Hold	7,494	–	–	0.39%	27
2025 Q2	$520K	Hold	7,494	–	–	0.39%	27
2025 Q1	$526K	Hold	7,494	–	–	0.4%	26
2024 Q4	$537K	Sell	7,494 -600	-7%	-$46.6K	0.4%	27
2024 Q3	$684K	Sell	8,094 -44	-0.5%	-$3.43K	0.5%	27
2024 Q2	$576K	Sell	8,138 -418	-5%	-$29.7K	0.47%	28
2024 Q1	$547K	Hold	8,556	–	–	0.45%	28
2023 Q4	$520K	Buy	+8,556	New	+$488K	0.47%	26

Other funds holding NEE

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

FMA Wealth Management's NEE Position: Q3 2026 in Review

FMA Wealth Management reduced its NextEra Energy (NEE) stake by 4% in Q3 2026, selling an estimated $25.4K and leaving 7,144 shares worth $541K. The position accounts for 0.34% of the portfolio, ranked #28.

FMA Wealth Management first reported a position in NEE in Q4 2023 and has held it in 12 quarters since. The position peaked at $691K in Q1 2026. 718 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

FMA Wealth Management held 7,144 shares of NextEra Energy worth $541K as of Q3 2026.
FMA Wealth Management sold 300 NextEra Energy shares in Q3 2026, an estimated $25.4K.
NextEra Energy made up 0.34% of FMA Wealth Management's portfolio in Q3 2026, its #28 holding.
FMA Wealth Management first reported a position in NextEra Energy in Q4 2023 and has held it in 12 quarters since.
FMA Wealth Management's NextEra Energy position peaked at $691K in Q1 2026.
718 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on FMA Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.