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

IFG 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 		$240K Hold
3,169
– – 0.03% 146
2026
Q2 		$278K Hold
3,169
– – 0.04% 138
2026
Q1 		$294K Hold
3,169
– – 0.05% 122
2025
Q4 		$254K Hold
3,169
– – 0.04% 132
2025
Q3 		$239K Sell
3,169
-127
-4% -$9.28K 0.04% 138
2025
Q2 		$229K Buy
3,296
+1
+0% +$69 0.04% 152
2025
Q1 		$234K Buy
3,295
+1
+0% +$71 0.05% 135
2024
Q4 		$236K Buy
3,294
+380
+13% +$29.5K 0.05% 131
2024
Q3 		$246K Sell
2,914
-14
-0.5% -$1.09K 0.05% 121
2024
Q2 		$207K Buy
+2,928
New +$208K 0.05% 131
2023
Q3 		– Sell
-3,009
Closed -$223K – 118
2023
Q2 		$223K Buy
3,009
+44
+1% +$3.33K 0.08% 113
2023
Q1 		$229K Buy
2,965
+6
+0.2% +$461 0.09% 111
2022
Q4 		$247K Buy
2,959
+1
+0% +$81 0.11% 100
2022
Q3 		$232K Buy
2,958
+1
+0% +$85 0.12% 98
2022
Q2 		$229K Buy
2,957
+1
+0% +$76 0.12% 94
2022
Q1 		$250K Buy
2,956
+133
+5% +$10.7K 0.11% 95
2021
Q4 		$264K Sell
2,823
-46
-2% -$3.98K 0.11% 89
2021
Q3 		$225K Buy
2,869
+109
+4% +$8.79K 0.1% 95
2021
Q2 		$202K Hold
2,760
– – 0.1% 100
2021
Q1 		$209K Hold
2,760
– – 0.11% 91
2020
Q4 		$213K Buy
+2,760
New +$206K 0.13% 80

Other funds holding NEE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

IFG Advisors's NEE Position: Q3 2026 in Review

IFG Advisors held its NextEra Energy (NEE) position steady in Q3 2026 at 3,169 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #146.

IFG Advisors first reported a position in NEE in Q4 2020 and has held it in 21 quarters since. The position peaked at $294K in Q1 2026. 1,733 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • IFG Advisors held 3,169 shares of NextEra Energy worth $240K as of Q3 2026.
  • IFG Advisors left its NextEra Energy share count unchanged in Q3 2026.
  • NextEra Energy made up 0.03% of IFG Advisors's portfolio in Q3 2026, its #146 holding.
  • IFG Advisors first reported a position in NextEra Energy in Q4 2020 and has held it in 21 quarters since.
  • IFG Advisors's NextEra Energy position peaked at $294K in Q1 2026.
  • 1,733 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on IFG Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.