Highline Wealth Partners
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Highline Wealth Partners’s NextEra Energy NEE Stock Holding History

Highline Wealth Partners’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 		$58.4K Sell
771
-56
-7% -$4.74K 0.01% 241
2026
Q2 		$72.6K Buy
827
+69
+9% +$6.24K 0.01% 200
2026
Q1 		$70.4K Buy
758
+185
+32% +$16.4K 0.02% 138
2025
Q4 		$46K Buy
573
+86
+18% +$7.12K 0.01% 142
2025
Q3 		$36.8K Buy
487
+194
+66% +$14.2K 0.01% 181
2025
Q2 		$20.3K Sell
293
-17
-5% -$1.18K 0.01% 225
2025
Q1 		$22K Buy
310
+48
+18% +$3.39K 0.01% 200
2024
Q4 		$18.8K Buy
262
+35
+15% +$2.72K 0.01% 187
2024
Q3 		$19.2K Buy
227
+21
+10% +$1.64K 0.01% 194
2024
Q2 		$14.6K Buy
206
+9
+5% +$639 0.01% 186
2024
Q1 		$12.6K Buy
197
+1
+0.5% +$59 0.01% 209
2023
Q4 		$11.9K Sell
196
-128
-40% -$7.3K 0.01% 194
2023
Q3 		$18.6K Buy
324
+128
+65% +$8.86K 0.01% 147
2023
Q2 		$14.5K Hold
196
– – 0.01% 142
2023
Q1 		$15.1K Buy
196
+4
+2% +$308 0.01% 142
2022
Q4 		$16.1K Hold
192
– – 0.01% 138
2022
Q3 		$15.1K Buy
+192
New +$16.3K 0.01% 123

Other funds holding NEE

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Highline Wealth Partners's NEE Position: Q3 2026 in Review

Highline Wealth Partners reduced its NextEra Energy (NEE) stake by 6.8% in Q3 2026, selling an estimated $4.74K and leaving 771 shares worth $58.4K. The position accounts for 0.01% of the portfolio, ranked #241.

Highline Wealth Partners first reported a position in NEE in Q3 2022 and has held it in 17 quarters since. The position peaked at $72.6K in Q2 2026. 2,004 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Highline Wealth Partners held 771 shares of NextEra Energy worth $58.4K as of Q3 2026.
  • Highline Wealth Partners sold 56 NextEra Energy shares in Q3 2026, an estimated $4.74K.
  • NextEra Energy made up 0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #241 holding.
  • Highline Wealth Partners first reported a position in NextEra Energy in Q3 2022 and has held it in 17 quarters since.
  • Highline Wealth Partners's NextEra Energy position peaked at $72.6K in Q2 2026.
  • 2,004 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.