LeConte Wealth Management
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LeConte Wealth Management’s NextEra Energy NEE Stock Holding History

LeConte 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 		$457K Buy
6,035
+200
+3% +$16.9K 0.24% 72
2026
Q2 		$512K Buy
5,835
+188
+3% +$17K 0.28% 67
2026
Q1 		$524K Buy
5,647
+1,714
+44% +$152K 0.34% 50
2025
Q4 		$316K Buy
3,933
+691
+21% +$57.2K 0.21% 80
2025
Q3 		$245K Buy
+3,242
New +$237K 0.16% 97

Other funds holding NEE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

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

LeConte Wealth Management increased its NextEra Energy (NEE) stake by 3.4% in Q3 2026, buying an estimated $16.9K and bringing the position to 6,035 shares worth $457K. The position accounts for 0.24% of the portfolio, ranked #72.

LeConte Wealth Management first reported a position in NEE in Q3 2025 and has held it in 5 quarters since. The position peaked at $524K in Q1 2026. 974 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • LeConte Wealth Management held 6,035 shares of NextEra Energy worth $457K as of Q3 2026.
  • LeConte Wealth Management bought 200 NextEra Energy shares in Q3 2026, an estimated $16.9K.
  • NextEra Energy made up 0.24% of LeConte Wealth Management's portfolio in Q3 2026, its #72 holding.
  • LeConte Wealth Management first reported a position in NextEra Energy in Q3 2025 and has held it in 5 quarters since.
  • LeConte Wealth Management's NextEra Energy position peaked at $524K in Q1 2026.
  • 974 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.