Integris Wealth Management’s NextEra Energy NEE Stock Holding History

Integris Wealth Management’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	$818K	Hold	10,803	–	–	0.16%	47
2026 Q2	$948K	Buy	10,803 +781	+8%	+$70.6K	0.19%	43
2026 Q1	$931K	Hold	10,022	–	–	0.21%	38
2025 Q4	$805K	Hold	10,022	–	–	0.18%	43
2025 Q3	$757K	Hold	10,022	–	–	0.18%	45
2025 Q2	$696K	Hold	10,022	–	–	0.18%	44
2025 Q1	$710K	Hold	10,022	–	–	0.2%	40
2024 Q4	$718K	Buy	10,022 +250	+3%	+$19.4K	0.2%	40
2024 Q3	$826K	Buy	9,772 +300	+3%	+$23.4K	0.23%	37
2024 Q2	$671K	Hold	9,472	–	–	0.19%	39
2024 Q1	$605K	Hold	9,472	–	–	0.17%	44
2023 Q4	$575K	Sell	9,472 -927	-9%	-$52.8K	0.17%	45
2023 Q3	$596K	Buy	10,399 +172	+2%	+$11.9K	0.2%	42
2023 Q2	$759K	Sell	10,227 -145	-1%	-$11K	0.27%	32
2023 Q1	$799K	Buy	10,372 +23	+0.2%	+$1.77K	0.29%	31
2022 Q4	$865K	Buy	+10,349	New	+$836K	0.34%	31

Other funds holding NEE

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Integris Wealth Management's NEE Position: Q3 2026 in Review

Integris Wealth Management held its NextEra Energy (NEE) position steady in Q3 2026 at 10,803 shares worth $818K. The position accounts for 0.16% of the portfolio, ranked #47.

Integris Wealth Management first reported a position in NEE in Q4 2022 and has held it in 16 quarters since. The position peaked at $948K in Q2 2026. 759 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Integris Wealth Management held 10,803 shares of NextEra Energy worth $818K as of Q3 2026.
Integris Wealth Management left its NextEra Energy share count unchanged in Q3 2026.
NextEra Energy made up 0.16% of Integris Wealth Management's portfolio in Q3 2026, its #47 holding.
Integris Wealth Management first reported a position in NextEra Energy in Q4 2022 and has held it in 16 quarters since.
Integris Wealth Management's NextEra Energy position peaked at $948K in Q2 2026.
759 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.