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Galvin Gaustad & Stein’s NextEra Energy NEE Stock Holding History

Galvin Gaustad & Stein’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 		$202K Sell
2,669
-138
-5% -$11.7K 0.02% 252
2026
Q2 		$246K Buy
+2,807
New +$254K 0.02% 244

Other funds holding NEE

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Galvin Gaustad & Stein's NEE Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its NextEra Energy (NEE) stake by 4.9% in Q3 2026, selling an estimated $11.7K and leaving 2,669 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #252.

Galvin Gaustad & Stein first reported a position in NEE in Q2 2026 and has held it in 2 quarters since. The position peaked at $246K in Q2 2026. 155 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Galvin Gaustad & Stein held 2,669 shares of NextEra Energy worth $202K as of Q3 2026.
  • Galvin Gaustad & Stein sold 138 NextEra Energy shares in Q3 2026, an estimated $11.7K.
  • NextEra Energy made up 0.02% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #252 holding.
  • Galvin Gaustad & Stein first reported a position in NextEra Energy in Q2 2026 and has held it in 2 quarters since.
  • Galvin Gaustad & Stein's NextEra Energy position peaked at $246K in Q2 2026.
  • 155 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.