Formulate Financial’s NextEra Energy NEE Stock Holding History

Formulate Financial’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	–	Sell	-3,003	Closed	-$264K	–	28
2026 Q2	$264K	Hold	3,003	–	–	0.28%	24
2026 Q1	$279K	Hold	3,003	–	–	0.34%	21
2025 Q4	$241K	Hold	3,003	–	–	0.28%	25
2025 Q3	$227K	Buy	+3,003	New	+$219K	0.28%	23

Other funds holding NEE

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Formulate Financial's NEE Position: Q3 2026 in Review

Formulate Financial sold out of NextEra Energy (NEE) in Q3 2026, closing a stake of 3,003 shares — an estimated $264K sold.

Formulate Financial first reported a position in NEE in Q3 2025 and held it in 4 quarters. The position peaked at $279K in Q1 2026. 2,004 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Formulate Financial reported no remaining NextEra Energy position as of Q3 2026 after selling out during the quarter.
Formulate Financial sold 3,003 NextEra Energy shares in Q3 2026, an estimated $264K.
Formulate Financial first reported a position in NextEra Energy in Q3 2025 and held it in 4 quarters.
Formulate Financial's NextEra Energy position peaked at $279K in Q1 2026.
2,004 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Formulate Financial's 13F filing for Q3 2026, filed 9 Nov 2026.