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

IFS 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 		$131K Hold
1,725
– – 0.04% 140
2026
Q2 		$151K Hold
1,725
– – 0.07% 31
2026
Q1 		$160K Buy
+1,725
New +$153K 0.08% 30

Other funds holding NEE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

IFS Advisors's NEE Position: Q3 2026 in Review

IFS Advisors held its NextEra Energy (NEE) position steady in Q3 2026 at 1,725 shares worth $131K. The position accounts for 0.04% of the portfolio, ranked #140.

IFS Advisors first reported a position in NEE in Q1 2026 and has held it in 3 quarters since. The position peaked at $160K in Q1 2026. 1,258 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • IFS Advisors held 1,725 shares of NextEra Energy worth $131K as of Q3 2026.
  • IFS Advisors left its NextEra Energy share count unchanged in Q3 2026.
  • NextEra Energy made up 0.04% of IFS Advisors's portfolio in Q3 2026, its #140 holding.
  • IFS Advisors first reported a position in NextEra Energy in Q1 2026 and has held it in 3 quarters since.
  • IFS Advisors's NextEra Energy position peaked at $160K in Q1 2026.
  • 1,258 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.