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Level Financial Advisors’s NextEra Energy NEE Stock Holding History

Level Financial 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 		$492K Buy
6,497
+3
+0% +$254 0.11% 65
2026
Q2 		$570K Hold
6,494
– – 0.13% 64
2026
Q1 		$603K Buy
6,494
+10
+0.2% +$889 0.15% 58
2025
Q4 		$521K Hold
6,484
– – 0.14% 61
2025
Q3 		$489K Sell
6,484
-266
-4% -$19.4K 0.14% 66
2025
Q2 		$469K Hold
6,750
– – 0.15% 64
2025
Q1 		$478K Sell
6,750
-111
-2% -$7.83K 0.16% 60
2024
Q4 		$492K Sell
6,861
-162
-2% -$12.6K 0.18% 55
2024
Q3 		$594K Buy
7,023
+1
+0% +$78 0.23% 49
2024
Q2 		$497K Sell
7,022
-58
-0.8% -$4.12K 0.22% 47
2024
Q1 		$452K Buy
7,080
+1
+0% +$59 0.21% 49
2023
Q4 		$430K Sell
7,079
-321
-4% -$18.3K 0.21% 48
2023
Q3 		$424K Sell
7,400
-17
-0.2% -$1.18K 0.24% 45
2023
Q2 		$550K Sell
7,417
-325
-4% -$24.6K 0.31% 36
2023
Q1 		$597K Sell
7,742
-58
-0.7% -$4.46K 0.36% 33
2022
Q4 		$652K Hold
7,800
– – 0.43% 32
2022
Q3 		$612K Sell
7,800
-3
-0% -$255 0.45% 29
2022
Q2 		$604K Buy
7,803
+3
+0% +$228 0.44% 27
2022
Q1 		$661K Sell
7,800
-130
-2% -$10.4K 0.51% 24
2021
Q4 		$740K Buy
+7,930
New +$685K 0.56% 25

Other funds holding NEE

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Level Financial Advisors's NEE Position: Q3 2026 in Review

Level Financial Advisors increased its NextEra Energy (NEE) stake by 0.05% in Q3 2026, buying an estimated $254 and bringing the position to 6,497 shares worth $492K. The position accounts for 0.11% of the portfolio, ranked #65.

Level Financial Advisors first reported a position in NEE in Q4 2021 and has held it in 20 quarters since. The position peaked at $740K in Q4 2021. 303 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Level Financial Advisors held 6,497 shares of NextEra Energy worth $492K as of Q3 2026.
  • Level Financial Advisors bought 3 NextEra Energy shares in Q3 2026, an estimated $254.
  • NextEra Energy made up 0.11% of Level Financial Advisors's portfolio in Q3 2026, its #65 holding.
  • Level Financial Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 20 quarters since.
  • Level Financial Advisors's NextEra Energy position peaked at $740K in Q4 2021.
  • 303 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Level Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.