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Great Waters Wealth Management’s NextEra Energy NEE Stock Holding History

Great Waters 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 		– Sell
-2,315
Closed -$203K – 133
2026
Q2 		$203K Buy
2,315
+27
+1% +$2.44K 0.02% 123
2026
Q1 		$213K Buy
+2,288
New +$203K 0.02% 116
2024
Q4 		– Sell
-2,368
Closed -$200K – 115
2024
Q3 		$200K Buy
+2,368
New +$185K 0.03% 107

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

Great Waters Wealth Management's NEE Position: Q3 2026 in Review

Great Waters Wealth Management sold out of NextEra Energy (NEE) in Q3 2026, closing a stake of 2,315 shares — an estimated $203K sold.

Great Waters Wealth Management first reported a position in NEE in Q3 2024 and held it in 3 quarters. The position peaked at $213K in Q1 2026. 155 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Great Waters Wealth Management reported no remaining NextEra Energy position as of Q3 2026 after selling out during the quarter.
  • Great Waters Wealth Management sold 2,315 NextEra Energy shares in Q3 2026, an estimated $203K.
  • Great Waters Wealth Management first reported a position in NextEra Energy in Q3 2024 and held it in 3 quarters.
  • Great Waters Wealth Management's NextEra Energy position peaked at $213K in Q1 2026.
  • 155 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Great Waters Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.