Gen-Wealth Partners’s NextEra Energy NEE Stock Holding History

Gen-Wealth Partners’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	Sell	4,403 -1,509	-26%	-$128K	0.09%	149
2026 Q2	$519K	Sell	5,912 -2,377	-29%	-$215K	0.14%	130
2026 Q1	$770K	Sell	8,289 -3,583	-30%	-$319K	0.24%	85
2025 Q4	$953K	Buy	11,872 +4,796	+68%	+$397K	0.31%	67
2025 Q3	$534K	Sell	7,076 -564	-7%	-$41.2K	0.18%	131
2025 Q2	$530K	Buy	7,640 +33	+0.4%	+$2.29K	0.2%	125
2025 Q1	$539K	Sell	7,607 -311	-4%	-$22K	0.23%	121
2024 Q4	$568K	Sell	7,918 -247	-3%	-$19.2K	0.24%	109
2024 Q3	$646K	Sell	8,165 -795	-9%	-$62K	0.28%	83
2024 Q2	$634K	Sell	8,960 -1,397	-13%	-$99.1K	0.31%	75
2024 Q1	$662K	Buy	+10,357	New	+$607K	0.33%	68

Other funds holding NEE

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Gen-Wealth Partners's NEE Position: Q3 2026 in Review

Gen-Wealth Partners reduced its NextEra Energy (NEE) stake by 26% in Q3 2026, selling an estimated $128K and leaving 4,403 shares worth $333K. The position accounts for 0.09% of the portfolio, ranked #149.

Gen-Wealth Partners first reported a position in NEE in Q1 2024 and has held it in 11 quarters since. The position peaked at $953K in Q4 2025. 1,598 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Gen-Wealth Partners held 4,403 shares of NextEra Energy worth $333K as of Q3 2026.
Gen-Wealth Partners sold 1,509 NextEra Energy shares in Q3 2026, an estimated $128K.
NextEra Energy made up 0.09% of Gen-Wealth Partners's portfolio in Q3 2026, its #149 holding.
Gen-Wealth Partners first reported a position in NextEra Energy in Q1 2024 and has held it in 11 quarters since.
Gen-Wealth Partners's NextEra Energy position peaked at $953K in Q4 2025.
1,598 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.