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

Insight 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 		$203K Buy
2,679
+44
+2% +$3.72K 0.04% 229
2026
Q2 		$231K Sell
2,635
-246
-9% -$22.3K 0.04% 215
2026
Q1 		$268K Sell
2,881
-19
-0.7% -$1.69K 0.05% 195
2025
Q4 		$233K Buy
2,900
+24
+0.8% +$1.99K 0.04% 253
2025
Q3 		$217K Sell
2,876
-52
-2% -$3.8K 0.03% 265
2025
Q2 		$203K Sell
2,928
-75
-2% -$5.21K 0.03% 274
2025
Q1 		$213K Buy
3,003
+72
+2% +$5.08K 0.04% 266
2024
Q4 		$210K Buy
2,931
+106
+4% +$8.24K 0.04% 276
2024
Q3 		$239K Sell
2,825
-154
-5% -$12K 0.04% 265
2024
Q2 		$211K Buy
+2,979
New +$211K 0.04% 273
2024
Q1 		– Sell
-3,607
Closed -$219K – 307
2023
Q4 		$219K Sell
3,607
-368
-9% -$21K 0.05% 261
2023
Q3 		$228K Sell
3,975
-14
-0.4% -$969 0.05% 247
2023
Q2 		$296K Buy
3,989
+34
+0.9% +$2.57K 0.07% 214
2023
Q1 		$305K Sell
3,955
-53
-1% -$4.08K 0.07% 223
2022
Q4 		$336K Sell
4,008
-14
-0.3% -$1.13K 0.12% 225
2022
Q3 		$315K Sell
4,022
-46
-1% -$3.9K 0.12% 209
2022
Q2 		$358K Sell
4,068
-57
-1% -$4.34K 0.12% 204
2022
Q1 		$349K Sell
4,125
-328
-7% -$26.3K 0.1% 231
2021
Q4 		$416K Sell
4,453
-66
-1% -$5.7K 0.12% 201
2021
Q3 		$383K Buy
4,519
+14
+0.3% +$1.13K 0.11% 213
2021
Q2 		$355K Sell
4,505
-370
-8% -$27.8K 0.11% 221
2021
Q1 		$378K Sell
4,875
-93
-2% -$7.26K 0.12% 216
2020
Q4 		$383K Buy
+4,968
New +$372K 0.14% 176

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

Insight Advisors's NEE Position: Q3 2026 in Review

Insight Advisors increased its NextEra Energy (NEE) stake by 1.7% in Q3 2026, buying an estimated $3.72K and bringing the position to 2,679 shares worth $203K. The position accounts for 0.04% of the portfolio, ranked #229.

Insight Advisors first reported a position in NEE in Q4 2020 and has held it in 23 quarters since. The position peaked at $416K in Q4 2021. 1,286 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Insight Advisors held 2,679 shares of NextEra Energy worth $203K as of Q3 2026.
  • Insight Advisors bought 44 NextEra Energy shares in Q3 2026, an estimated $3.72K.
  • NextEra Energy made up 0.04% of Insight Advisors's portfolio in Q3 2026, its #229 holding.
  • Insight Advisors first reported a position in NextEra Energy in Q4 2020 and has held it in 23 quarters since.
  • Insight Advisors's NextEra Energy position peaked at $416K in Q4 2021.
  • 1,286 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.