IAG Wealth Partners’s NextEra Energy NEE Stock Holding History

IAG 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	$427K	Buy	5,641 +2,441	+76%	+$206K	0.04%	98
2026 Q2	$281K	Hold	3,200	–	–	0.03%	113
2026 Q1	$297K	Hold	3,200	–	–	0.03%	104
2025 Q4	$257K	Hold	3,200	–	–	0.03%	110
2025 Q3	$242K	Hold	3,200	–	–	0.03%	109
2025 Q2	$222K	Hold	3,200	–	–	0.03%	106
2025 Q1	$227K	Hold	3,200	–	–	0.04%	104
2024 Q4	$229K	Hold	3,200	–	–	0.04%	92
2024 Q3	$270K	Hold	3,200	–	–	0.05%	88
2024 Q2	$227K	Hold	3,200	–	–	0.05%	89
2024 Q1	$205K	Hold	3,200	–	–	0.04%	92
2023 Q4	$194K	Hold	3,200	–	–	0.04%	85
2023 Q3	$183K	Hold	3,200	–	–	0.05%	78
2023 Q2	$237K	Hold	3,200	–	–	0.06%	76
2023 Q1	$247K	Sell	3,200 -149	-4%	-$11.5K	0.07%	67
2022 Q4	$280K	Buy	3,349 +3,340	+37,111%	+$270K	0.08%	59
2022 Q3	$1K	Sell	9 -25	-74%	-$2.12K	﹤0.01%	414
2022 Q2	$3K	Buy	34 +16	+89%	+$1.22K	﹤0.01%	374
2022 Q1	$2K	Buy	+18	New	+$1.44K	﹤0.01%	401

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

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

IAG Wealth Partners increased its NextEra Energy (NEE) stake by 76% in Q3 2026, buying an estimated $206K and bringing the position to 5,641 shares worth $427K. The position accounts for 0.04% of the portfolio, ranked #98.

IAG Wealth Partners first reported a position in NEE in Q1 2022 and has held it in 19 quarters since. 1,733 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

IAG Wealth Partners held 5,641 shares of NextEra Energy worth $427K as of Q3 2026.
IAG Wealth Partners bought 2,441 NextEra Energy shares in Q3 2026, an estimated $206K.
NextEra Energy made up 0.04% of IAG Wealth Partners's portfolio in Q3 2026, its #98 holding.
IAG Wealth Partners first reported a position in NextEra Energy in Q1 2022 and has held it in 19 quarters since.
1,733 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.