Madison Wealth Partners
NEE icon

Madison Wealth Partners’s NextEra Energy NEE Stock Holding History

Madison Wealth Partners’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 		$536K Buy
7,082
+1,350
+24% +$114K 0.06% 162
2026
Q2 		$503K Buy
5,732
+439
+8% +$39.7K 0.06% 160
2026
Q1 		$492K Sell
5,293
-53
-1% -$4.71K 0.08% 117
2025
Q4 		$429K Buy
5,346
+345
+7% +$28.6K 0.08% 110
2025
Q3 		$378K Buy
5,001
+25
+0.5% +$1.83K 0.07% 110
2025
Q2 		$345K Buy
4,976
+393
+9% +$27.3K 0.08% 113
2025
Q1 		$325K Buy
4,583
+1,305
+40% +$92.1K 0.08% 109
2024
Q4 		$235K Buy
3,278
+88
+3% +$6.84K 0.07% 136
2024
Q3 		$270K Buy
+3,190
New +$249K 0.08% 123

Other funds holding NEE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
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

Madison Wealth Partners's NEE Position: Q3 2026 in Review

Madison Wealth Partners increased its NextEra Energy (NEE) stake by 24% in Q3 2026, buying an estimated $114K and bringing the position to 7,082 shares worth $536K. The position accounts for 0.06% of the portfolio, ranked #162.

Madison Wealth Partners first reported a position in NEE in Q3 2024 and has held it in 9 quarters since. 2,591 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Madison Wealth Partners held 7,082 shares of NextEra Energy worth $536K as of Q3 2026.
  • Madison Wealth Partners bought 1,350 NextEra Energy shares in Q3 2026, an estimated $114K.
  • NextEra Energy made up 0.06% of Madison Wealth Partners's portfolio in Q3 2026, its #162 holding.
  • Madison Wealth Partners first reported a position in NextEra Energy in Q3 2024 and has held it in 9 quarters since.
  • 2,591 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Madison Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.