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Legacy Wealth Asset Management’s NextEra Energy NEE Stock Holding History

Legacy Wealth Asset 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 		$728K Buy
9,614
+40
+0.4% +$3.38K 0.16% 185
2026
Q2 		$840K Sell
9,574
-91
-0.9% -$8.23K 0.18% 152
2026
Q1 		$898K Buy
9,665
+42
+0.4% +$3.73K 0.22% 137
2025
Q4 		$773K Buy
9,623
+48
+0.5% +$3.98K 0.19% 165
2025
Q3 		$723K Sell
9,575
-126
-1% -$9.21K 0.18% 186
2025
Q2 		$673K Buy
9,701
+38
+0.4% +$2.64K 0.17% 182
2025
Q1 		$685K Buy
9,663
+133
+1% +$9.39K 0.19% 165
2024
Q4 		$683K Sell
9,530
-101
-1% -$7.85K 0.19% 169
2024
Q3 		$814K Sell
9,631
-1
-0% -$78 0.22% 127
2024
Q2 		$682K Buy
9,632
+877
+10% +$62.2K 0.19% 150
2024
Q1 		$560K Buy
8,755
+328
+4% +$19.2K 0.16% 209
2023
Q4 		$512K Sell
8,427
-90
-1% -$5.13K 0.17% 220
2023
Q3 		$488K Buy
8,517
+40
+0.5% +$2.77K 0.18% 202
2023
Q2 		$629K Sell
8,477
-453
-5% -$34.3K 0.22% 153
2023
Q1 		$688K Sell
8,930
-10
-0.1% -$769 0.25% 132
2022
Q4 		$747K Buy
8,940
+38
+0.4% +$3.07K 0.28% 119
2022
Q3 		$698K Sell
8,902
-3,227
-27% -$274K 0.31% 110
2022
Q2 		$940K Buy
12,129
+181
+2% +$13.8K 0.38% 84
2022
Q1 		$1.01M Buy
11,948
+483
+4% +$38.7K 0.36% 96
2021
Q4 		$1.07M Buy
11,465
+294
+3% +$25.4K 0.36% 84
2021
Q3 		$877K Buy
11,171
+46
+0.4% +$3.71K 0.4% 91
2021
Q2 		$815K Buy
11,125
+256
+2% +$19.2K 0.36% 109
2021
Q1 		$822K Buy
10,869
+138
+1% +$10.8K 0.38% 92
2020
Q4 		$828K Buy
+10,731
New +$803K 0.42% 76

Other funds holding NEE

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Legacy Wealth Asset Management's NEE Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its NextEra Energy (NEE) stake by 0.42% in Q3 2026, buying an estimated $3.38K and bringing the position to 9,614 shares worth $728K. The position accounts for 0.16% of the portfolio, ranked #185.

Legacy Wealth Asset Management first reported a position in NEE in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.07M in Q4 2021. 155 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Legacy Wealth Asset Management held 9,614 shares of NextEra Energy worth $728K as of Q3 2026.
  • Legacy Wealth Asset Management bought 40 NextEra Energy shares in Q3 2026, an estimated $3.38K.
  • NextEra Energy made up 0.16% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #185 holding.
  • Legacy Wealth Asset Management first reported a position in NextEra Energy in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's NextEra Energy position peaked at $1.07M in Q4 2021.
  • 155 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.