GeoWealth Management
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GeoWealth Management’s NextEra Energy NEE Stock Holding History

GeoWealth 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 		$450K Buy
5,936
+706
+13% +$59.7K 0.02% 549
2026
Q2 		$459K Buy
5,230
+501
+11% +$45.3K 0.01% 521
2026
Q1 		$439K Buy
4,729
+1,579
+50% +$140K 0.02% 495
2025
Q4 		$253K Buy
3,150
+234
+8% +$19.4K 0.01% 614
2025
Q3 		$220K Sell
2,916
-540
-16% -$39.5K 0.01% 669
2025
Q2 		$240K Sell
3,456
-1,092
-24% -$75.9K 0.01% 611
2025
Q1 		$322K Sell
4,548
-8,623
-65% -$609K 0.01% 533
2024
Q4 		$944K Sell
13,171
-1,221
-8% -$94.9K 0.03% 309
2024
Q3 		$1.22M Sell
14,392
-1,120
-7% -$87.4K 0.04% 265
2024
Q2 		$1.1M Buy
15,512
+2,276
+17% +$161K 0.05% 249
2024
Q1 		$846K Buy
13,236
+3,697
+39% +$217K 0.03% 328
2023
Q4 		$580K Buy
9,539
+3,572
+60% +$204K 0.05% 303
2023
Q3 		$342K Buy
5,967
+5,702
+2,152% +$395K 0.04% 226
2023
Q2 		$20K Sell
265
-284
-52% -$21.5K ﹤0.01% 371
2023
Q1 		$42K Buy
549
+304
+124% +$23.4K ﹤0.01% 293
2022
Q4 		$20K Sell
245
-35
-13% -$2.83K ﹤0.01% 319
2022
Q3 		$22K Buy
280
+24
+9% +$2.04K ﹤0.01% 311
2022
Q2 		$20K Buy
256
+27
+12% +$2.06K ﹤0.01% 303
2022
Q1 		$19K Buy
229
+4
+2% +$321 ﹤0.01% 371
2021
Q4 		$21K Sell
225
-5
-2% -$432 ﹤0.01% 355
2021
Q3 		$18K Sell
230
-479
-68% -$38.6K ﹤0.01% 375
2021
Q2 		$52K Buy
+709
New +$53.2K 0.01% 254

Other funds holding NEE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
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

GeoWealth Management's NEE Position: Q3 2026 in Review

GeoWealth Management increased its NextEra Energy (NEE) stake by 13% in Q3 2026, buying an estimated $59.7K and bringing the position to 5,936 shares worth $450K. The position accounts for 0.02% of the portfolio, ranked #549.

GeoWealth Management first reported a position in NEE in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.22M in Q3 2024. 2,591 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • GeoWealth Management held 5,936 shares of NextEra Energy worth $450K as of Q3 2026.
  • GeoWealth Management bought 706 NextEra Energy shares in Q3 2026, an estimated $59.7K.
  • NextEra Energy made up 0.02% of GeoWealth Management's portfolio in Q3 2026, its #549 holding.
  • GeoWealth Management first reported a position in NextEra Energy in Q2 2021 and has held it in 22 quarters since.
  • GeoWealth Management's NextEra Energy position peaked at $1.22M in Q3 2024.
  • 2,591 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on GeoWealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.