StoneRidge PMG Advisors, LLC’s NextEra Energy NEE Stock Holding History

StoneRidge PMG Advisors, LLC’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	$473K	Buy	+6,240	New	+$528K	0.33%	91

Other funds holding NEE

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

StoneRidge PMG Advisors, LLC's NEE Position: Q3 2026 in Review

StoneRidge PMG Advisors, LLC opened a new position in NextEra Energy (NEE) in Q3 2026: 6,240 shares worth $473K. The stake represents 0.33% of the portfolio and ranks #91 among its holdings.

2,591 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

StoneRidge PMG Advisors, LLC held 6,240 shares of NextEra Energy worth $473K as of Q3 2026.
NextEra Energy was a new StoneRidge PMG Advisors, LLC position in Q3 2026.
NextEra Energy made up 0.33% of StoneRidge PMG Advisors, LLC's portfolio in Q3 2026, its #91 holding.
2,591 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on StoneRidge PMG Advisors, LLC's 13F filing for Q3 2026, filed 4 Nov 2026.