Intergy Private Wealth’s NextEra Energy NEE Stock Holding History

Intergy Private Wealth’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	$342K	Sell	4,522 -97	-2%	-$8.2K	0.08%	91
2026 Q2	$405K	Buy	4,619 +471	+11%	+$42.6K	0.09%	82
2026 Q1	$385K	Sell	4,148 -68	-2%	-$6.04K	0.11%	78
2025 Q4	$338K	Buy	4,216 +646	+18%	+$53.5K	0.1%	81
2025 Q3	$270K	Buy	3,570 +70	+2%	+$5.12K	0.08%	90
2025 Q2	$243K	Buy	+3,500	New	+$243K	0.08%	87
2024 Q4	–	Sell	-2,566	Closed	-$217K	–	95
2024 Q3	$217K	Buy	+2,566	New	+$200K	0.08%	83

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

Intergy Private Wealth's NEE Position: Q3 2026 in Review

Intergy Private Wealth reduced its NextEra Energy (NEE) stake by 2.1% in Q3 2026, selling an estimated $8.2K and leaving 4,522 shares worth $342K. The position accounts for 0.08% of the portfolio, ranked #91.

Intergy Private Wealth first reported a position in NEE in Q3 2024 and has held it in 7 quarters since. The position peaked at $405K in Q2 2026. 811 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Intergy Private Wealth held 4,522 shares of NextEra Energy worth $342K as of Q3 2026.
Intergy Private Wealth sold 97 NextEra Energy shares in Q3 2026, an estimated $8.2K.
NextEra Energy made up 0.08% of Intergy Private Wealth's portfolio in Q3 2026, its #91 holding.
Intergy Private Wealth first reported a position in NextEra Energy in Q3 2024 and has held it in 7 quarters since.
Intergy Private Wealth's NextEra Energy position peaked at $405K in Q2 2026.
811 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.