Herold Advisors
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Herold Advisors’s NextEra Energy NEE Stock Holding History

Herold Advisors’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 		$2.2M Buy
29,062
+1,716
+6% +$145K 0.43% 60
2026
Q2 		$2.4M Buy
27,346
+356
+1% +$32.2K 0.47% 58
2026
Q1 		$2.51M Buy
26,990
+3,288
+14% +$292K 0.55% 53
2025
Q4 		$1.9M Buy
23,702
+107
+0.5% +$8.86K 0.43% 64
2025
Q3 		$1.78M Buy
23,595
+892
+4% +$65.2K 0.41% 68
2025
Q2 		$1.58M Sell
22,703
-4,782
-17% -$332K 0.33% 84
2025
Q1 		$1.95M Buy
27,485
+4,455
+19% +$314K 0.43% 68
2024
Q4 		$1.65M Buy
23,030
+189
+0.8% +$14.7K 0.36% 75
2024
Q3 		$1.93M Sell
22,841
-200
-0.9% -$15.6K 0.42% 65
2024
Q2 		$1.63M Hold
23,041
– – 0.38% 70
2024
Q1 		$1.47M Buy
23,041
+463
+2% +$27.1K 0.36% 75
2023
Q4 		$1.37M Buy
22,578
+201
+0.9% +$11.5K 0.38% 79
2023
Q3 		$1.28M Buy
22,377
+1,455
+7% +$101K 0.39% 72
2023
Q2 		$1.55M Buy
20,922
+597
+3% +$45.2K 0.48% 60
2023
Q1 		$1.57M Sell
20,325
-1,400
-6% -$108K 0.54% 56
2022
Q4 		$1.82M Buy
21,725
+1
+0% +$81 0.77% 41
2022
Q3 		$1.7M Buy
21,724
+1
+0% +$85 0.82% 39
2022
Q2 		$1.68M Buy
21,723
+1
+0% +$76 0.75% 39
2022
Q1 		$1.84M Hold
21,722
– – 0.65% 46
2021
Q4 		$2.03M Buy
21,722
+1
+0% +$86 0.79% 38
2021
Q3 		$1.7M Buy
+21,721
New +$1.75M 0.66% 40

Other funds holding NEE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Herold Advisors's NEE Position: Q3 2026 in Review

Herold Advisors increased its NextEra Energy (NEE) stake by 6.3% in Q3 2026, buying an estimated $145K and bringing the position to 29,062 shares worth $2.2M. The position accounts for 0.43% of the portfolio, ranked #60.

Herold Advisors first reported a position in NEE in Q3 2021 and has held it in 21 quarters since. The position peaked at $2.51M in Q1 2026. 884 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Herold Advisors held 29,062 shares of NextEra Energy worth $2.2M as of Q3 2026.
  • Herold Advisors bought 1,716 NextEra Energy shares in Q3 2026, an estimated $145K.
  • NextEra Energy made up 0.43% of Herold Advisors's portfolio in Q3 2026, its #60 holding.
  • Herold Advisors first reported a position in NextEra Energy in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's NextEra Energy position peaked at $2.51M in Q1 2026.
  • 884 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.