LexAurum Advisors’s NextEra Energy NEE Stock Holding History

LexAurum 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	$372K	Sell	4,905 -33	-0.7%	-$2.79K	0.04%	304
2026 Q2	$433K	Buy	4,938 +448	+10%	+$40.5K	0.05%	274
2026 Q1	$417K	Buy	+4,490	New	+$399K	0.05%	262
2025 Q3	$291K	Buy	3,859 +591	+18%	+$43.2K	0.04%	299
2025 Q2	$227K	Buy	3,268 +379	+13%	+$26.3K	0.04%	321
2025 Q1	$205K	Sell	2,889 -43	-1%	-$3.04K	0.04%	321
2024 Q4	$210K	Buy	2,932 +523	+22%	+$40.6K	0.04%	311
2024 Q3	$204K	Buy	+2,409	New	+$188K	0.04%	294

Other funds holding NEE

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LexAurum Advisors's NEE Position: Q3 2026 in Review

LexAurum Advisors reduced its NextEra Energy (NEE) stake by 0.67% in Q3 2026, selling an estimated $2.79K and leaving 4,905 shares worth $372K. The position accounts for 0.04% of the portfolio, ranked #304.

LexAurum Advisors first reported a position in NEE in Q3 2024 and has held it in 8 quarters since. The position peaked at $433K in Q2 2026. 1,733 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

LexAurum Advisors held 4,905 shares of NextEra Energy worth $372K as of Q3 2026.
LexAurum Advisors sold 33 NextEra Energy shares in Q3 2026, an estimated $2.79K.
NextEra Energy made up 0.04% of LexAurum Advisors's portfolio in Q3 2026, its #304 holding.
LexAurum Advisors first reported a position in NextEra Energy in Q3 2024 and has held it in 8 quarters since.
LexAurum Advisors's NextEra Energy position peaked at $433K in Q2 2026.
1,733 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on LexAurum Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.