Lineweaver Wealth Advisors
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Lineweaver Wealth Advisors’s NextEra Energy NEE Stock Holding History

Lineweaver Wealth 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 		$4.2M Buy
55,468
+4,604
+9% +$389K 0.49% 46
2026
Q2 		$4.46M Buy
50,864
+3,081
+6% +$279K 0.53% 43
2026
Q1 		$4.44M Sell
47,783
-3,332
-7% -$296K 0.6% 38
2025
Q4 		$4.1M Buy
51,115
+4,364
+9% +$361K 0.56% 38
2025
Q3 		$3.53M Sell
46,751
-1,287
-3% -$94K 0.52% 38
2025
Q2 		$3.33M Buy
48,038
+4,168
+10% +$290K 0.53% 39
2025
Q1 		$3.11M Buy
43,870
+49
+0.1% +$3.46K 0.53% 41
2024
Q4 		$3.14M Buy
43,821
+4,613
+12% +$358K 0.58% 37
2024
Q3 		$3.31M Buy
39,208
+1,641
+4% +$128K 0.63% 35
2024
Q2 		$2.66M Buy
37,567
+722
+2% +$51.2K 0.55% 38
2024
Q1 		$2.35M Buy
36,845
+2,754
+8% +$161K 0.56% 37
2023
Q4 		$2.07M Buy
34,091
+18,896
+124% +$1.08M 0.54% 40
2023
Q3 		$871K Buy
+15,195
New +$1.05M 0.25% 66
2022
Q1 		– Sell
-2,169
Closed -$202K – 144
2021
Q4 		$202K Buy
+2,169
New +$187K 0.06% 128

Other funds holding NEE

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Lineweaver Wealth Advisors's NEE Position: Q3 2026 in Review

Lineweaver Wealth Advisors increased its NextEra Energy (NEE) stake by 9.1% in Q3 2026, buying an estimated $389K and bringing the position to 55,468 shares worth $4.2M. The position accounts for 0.49% of the portfolio, ranked #46.

Lineweaver Wealth Advisors first reported a position in NEE in Q4 2021 and has held it in 14 quarters since. The position peaked at $4.46M in Q2 2026. 2,004 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Lineweaver Wealth Advisors held 55,468 shares of NextEra Energy worth $4.2M as of Q3 2026.
  • Lineweaver Wealth Advisors bought 4,604 NextEra Energy shares in Q3 2026, an estimated $389K.
  • NextEra Energy made up 0.49% of Lineweaver Wealth Advisors's portfolio in Q3 2026, its #46 holding.
  • Lineweaver Wealth Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 14 quarters since.
  • Lineweaver Wealth Advisors's NextEra Energy position peaked at $4.46M in Q2 2026.
  • 2,004 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.