Foguth Wealth Management
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Foguth Wealth Management’s NextEra Energy NEE Stock Holding History

Foguth 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 		$333K Buy
4,167
+184
+5% +$15.6K 0.03% 171
2026
Q2 		$350K Buy
3,983
+83
+2% +$7.51K 0.04% 153
2026
Q1 		$339K Buy
3,900
+810
+26% +$72K 0.04% 146
2025
Q4 		$250K Buy
+3,090
New +$256K 0.04% 148
2025
Q2 		– Sell
-2,843
Closed -$202K – 154
2025
Q1 		$202K Sell
2,843
-591
-17% -$41.7K 0.05% 148
2024
Q4 		$250K Sell
3,434
-177
-5% -$13.8K 0.07% 129
2024
Q3 		$291K Sell
3,611
-534
-13% -$41.7K 0.11% 102
2024
Q2 		$294K Buy
4,145
+419
+11% +$29.7K 0.13% 100
2024
Q1 		$238K Buy
+3,726
New +$218K 0.13% 114

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

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

Foguth Wealth Management increased its NextEra Energy (NEE) stake by 4.6% in Q3 2026, buying an estimated $15.6K and bringing the position to 4,167 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #171.

Foguth Wealth Management first reported a position in NEE in Q1 2024 and has held it in 9 quarters since. The position peaked at $350K in Q2 2026. 2,001 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Foguth Wealth Management held 4,167 shares of NextEra Energy worth $333K as of Q3 2026.
  • Foguth Wealth Management bought 184 NextEra Energy shares in Q3 2026, an estimated $15.6K.
  • NextEra Energy made up 0.03% of Foguth Wealth Management's portfolio in Q3 2026, its #171 holding.
  • Foguth Wealth Management first reported a position in NextEra Energy in Q1 2024 and has held it in 9 quarters since.
  • Foguth Wealth Management's NextEra Energy position peaked at $350K in Q2 2026.
  • 2,001 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

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