Lebenthal Global Advisors
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Lebenthal Global Advisors’s NextEra Energy NEE Stock Holding History

Lebenthal Global 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 		$816K Sell
10,779
-1,400
-11% -$118K 0.11% 132
2026
Q2 		$1.07M Sell
12,179
-72
-0.6% -$6.51K 0.14% 103
2026
Q1 		$1.14M Sell
12,251
-2,190
-15% -$195K 0.17% 96
2025
Q4 		$1.16M Buy
14,441
+5,013
+53% +$415K 0.18% 85
2025
Q3 		$712K Sell
9,428
-138
-1% -$10.1K 0.12% 120
2025
Q2 		$664K Buy
9,566
+722
+8% +$50.2K 0.12% 118
2025
Q1 		$627K Sell
8,844
-1,438
-14% -$102K 0.12% 115
2024
Q4 		$737K Sell
10,282
-1,309
-11% -$102K 0.13% 108
2024
Q3 		$980K Sell
11,591
-1,254
-10% -$97.9K 0.2% 80
2024
Q2 		$910K Sell
12,845
-301
-2% -$21.4K 0.2% 72
2024
Q1 		$840K Sell
13,146
-305
-2% -$17.9K 0.19% 70
2023
Q4 		$817K Sell
13,451
-827
-6% -$47.1K 0.19% 67
2023
Q3 		$818K Sell
14,278
-608
-4% -$42.1K 0.25% 48
2023
Q2 		$1.1M Buy
14,886
+813
+6% +$61.6K 0.32% 26
2023
Q1 		$1.08M Sell
14,073
-156
-1% -$12K 0.33% 28
2022
Q4 		$1.19M Buy
14,229
+1,821
+15% +$147K 0.39% 24
2022
Q3 		$972K Buy
12,408
+170
+1% +$14.4K 0.45% 25
2022
Q2 		$947K Sell
12,238
-2,617
-18% -$199K 0.46% 27
2022
Q1 		$1.26M Buy
14,855
+541
+4% +$43.4K 0.54% 27
2021
Q4 		$1.34M Buy
14,314
+1,352
+10% +$117K 0.54% 23
2021
Q3 		$1.02M Buy
12,962
+890
+7% +$71.8K 0.64% 22
2021
Q2 		$884K Sell
12,072
-59
-0.5% -$4.43K 0.47% 27
2021
Q1 		$917K Buy
12,131
+2,979
+33% +$232K 0.56% 21
2020
Q4 		$706K Buy
+9,152
New +$685K 0.5% 18

Other funds holding NEE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lebenthal Global Advisors's NEE Position: Q3 2026 in Review

Lebenthal Global Advisors reduced its NextEra Energy (NEE) stake by 11% in Q3 2026, selling an estimated $118K and leaving 10,779 shares worth $816K. The position accounts for 0.11% of the portfolio, ranked #132.

Lebenthal Global Advisors first reported a position in NEE in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.34M in Q4 2021. 2,591 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Lebenthal Global Advisors held 10,779 shares of NextEra Energy worth $816K as of Q3 2026.
  • Lebenthal Global Advisors sold 1,400 NextEra Energy shares in Q3 2026, an estimated $118K.
  • NextEra Energy made up 0.11% of Lebenthal Global Advisors's portfolio in Q3 2026, its #132 holding.
  • Lebenthal Global Advisors first reported a position in NextEra Energy in Q4 2020 and has held it in 24 quarters since.
  • Lebenthal Global Advisors's NextEra Energy position peaked at $1.34M in Q4 2021.
  • 2,591 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Lebenthal Global Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.