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Green Ridge Wealth Planning’s NextEra Energy NEE Stock Holding History

Green Ridge Wealth Planning’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 		$313K Buy
4,133
+1,250
+43% +$106K 0.13% 70
2026
Q2 		$253K Sell
2,883
-5
-0.2% -$452 0.11% 73
2026
Q1 		$268K Buy
2,888
+30
+1% +$2.67K 0.14% 67
2025
Q4 		$229K Buy
+2,858
New +$237K 0.12% 76

Other funds holding NEE

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
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
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Green Ridge Wealth Planning's NEE Position: Q3 2026 in Review

Green Ridge Wealth Planning increased its NextEra Energy (NEE) stake by 43% in Q3 2026, buying an estimated $106K and bringing the position to 4,133 shares worth $313K. The position accounts for 0.13% of the portfolio, ranked #70.

Green Ridge Wealth Planning first reported a position in NEE in Q4 2025 and has held it in 4 quarters since. 111 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Green Ridge Wealth Planning held 4,133 shares of NextEra Energy worth $313K as of Q3 2026.
  • Green Ridge Wealth Planning bought 1,250 NextEra Energy shares in Q3 2026, an estimated $106K.
  • NextEra Energy made up 0.13% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #70 holding.
  • Green Ridge Wealth Planning first reported a position in NextEra Energy in Q4 2025 and has held it in 4 quarters since.
  • 111 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.