Howard Financial Services’s NextEra Energy NEE Stock Holding History

Howard Financial Services’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	$347K	Buy	4,576 +488	+12%	+$41.3K	0.04%	167
2026 Q2	$359K	Sell	4,088 -2,922	-42%	-$264K	0.04%	160
2026 Q1	$651K	Buy	7,010 +2,431	+53%	+$216K	0.07%	109
2025 Q4	$368K	Buy	4,579 +695	+18%	+$57.6K	0.04%	139
2025 Q3	$293K	Buy	3,884 +15	+0.4%	+$1.1K	0.04%	151
2025 Q2	$269K	Sell	3,869 -2,106	-35%	-$146K	0.04%	149
2025 Q1	$424K	Buy	5,975 +755	+14%	+$53.3K	0.06%	115
2024 Q4	$374K	Buy	5,220 +2,070	+66%	+$161K	0.05%	124
2024 Q3	$266K	Buy	+3,150	New	+$246K	0.04%	137

Other funds holding NEE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Howard Financial Services's NEE Position: Q3 2026 in Review

Howard Financial Services increased its NextEra Energy (NEE) stake by 12% in Q3 2026, buying an estimated $41.3K and bringing the position to 4,576 shares worth $347K. The position accounts for 0.04% of the portfolio, ranked #167.

Howard Financial Services first reported a position in NEE in Q3 2024 and has held it in 9 quarters since. The position peaked at $651K in Q1 2026. 1,733 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Howard Financial Services held 4,576 shares of NextEra Energy worth $347K as of Q3 2026.
Howard Financial Services bought 488 NextEra Energy shares in Q3 2026, an estimated $41.3K.
NextEra Energy made up 0.04% of Howard Financial Services's portfolio in Q3 2026, its #167 holding.
Howard Financial Services first reported a position in NextEra Energy in Q3 2024 and has held it in 9 quarters since.
Howard Financial Services's NextEra Energy position peaked at $651K in Q1 2026.
1,733 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.