GSB Wealth Management’s NextEra Energy NEE Stock Holding History

GSB 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	$475K	Buy	6,276 +19	+0.3%	+$1.61K	0.1%	156
2026 Q2	$549K	Buy	6,257 +2,800	+81%	+$253K	0.11%	146
2026 Q1	$321K	Hold	3,457	–	–	0.07%	177
2025 Q4	$278K	Sell	3,457 -875	-20%	-$72.5K	0.06%	185
2025 Q3	$327K	Sell	4,332 -2,188	-34%	-$160K	0.07%	175
2025 Q2	$453K	Sell	6,520 -8	-0.1%	-$556	0.11%	147
2025 Q1	$463K	Sell	6,528 -145	-2%	-$10.2K	0.12%	142
2024 Q4	$478K	Sell	6,673 -10	-0.1%	-$777	0.12%	143
2024 Q3	$565K	Sell	6,683 -363	-5%	-$28.3K	0.14%	136
2024 Q2	$499K	Hold	7,046	–	–	0.14%	144
2024 Q1	$450K	Sell	7,046 -240	-3%	-$14.1K	0.13%	147
2023 Q4	$443K	Sell	7,286 -4,744	-39%	-$270K	0.14%	140
2023 Q3	$689K	Sell	12,030 -145	-1%	-$10K	0.23%	112
2023 Q2	$903K	Buy	12,175 +1,053	+9%	+$79.7K	0.29%	104
2023 Q1	$857K	Sell	11,122 -1,920	-15%	-$148K	0.28%	109
2022 Q4	$1.09M	Sell	13,042 -4,994	-28%	-$403K	0.39%	92
2022 Q3	$1.41M	Sell	18,036 -1,163	-6%	-$98.7K	0.51%	75
2022 Q2	$1.49M	Sell	19,199 -3,048	-14%	-$232K	0.51%	72
2022 Q1	$1.88M	Sell	22,247 -1,300	-6%	-$104K	0.55%	62
2021 Q4	$2.2M	Buy	23,547 +512	+2%	+$44.2K	0.63%	49
2021 Q3	$1.81M	Sell	23,035 -2,722	-11%	-$220K	0.93%	32
2021 Q2	$1.89M	Buy	25,757 +400	+2%	+$30K	0.59%	51
2021 Q1	$1.92M	Buy	25,357 +22,057	+668%	+$1.72M	0.64%	49
2020 Q4	$255K	Hold	3,300	–	–	1.14%	40
2020 Q3	$229K	Buy	+3,300	New	+$228K	1.05%	46
2020 Q1	–	Sell	-3,300	Closed	-$200K	–	56
2019 Q4	$200K	Buy	+3,300	New	+$193K	0.82%	58
2019 Q3	–	Sell	-6,300	Closed	-$323K	–	54
2019 Q2	$323K	Hold	6,300	–	–	1.69%	23
2019 Q1	$304K	Hold	6,300	–	–	1.3%	32
2018 Q4	$274K	Hold	6,300	–	–	1.45%	31
2018 Q3	$264K	Buy	+6,300	New	+$268K	1.09%	42

Other funds holding NEE

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

GSB Wealth Management's NEE Position: Q3 2026 in Review

GSB Wealth Management increased its NextEra Energy (NEE) stake by 0.3% in Q3 2026, buying an estimated $1.61K and bringing the position to 6,276 shares worth $475K. The position accounts for 0.1% of the portfolio, ranked #156.

GSB Wealth Management first reported a position in NEE in Q3 2018 and has held it in 30 quarters since. The position peaked at $2.2M in Q4 2021. 1,340 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

GSB Wealth Management held 6,276 shares of NextEra Energy worth $475K as of Q3 2026.
GSB Wealth Management bought 19 NextEra Energy shares in Q3 2026, an estimated $1.61K.
NextEra Energy made up 0.1% of GSB Wealth Management's portfolio in Q3 2026, its #156 holding.
GSB Wealth Management first reported a position in NextEra Energy in Q3 2018 and has held it in 30 quarters since.
GSB Wealth Management's NextEra Energy position peaked at $2.2M in Q4 2021.
1,340 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on GSB Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.