Madrona Financial Services
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Madrona Financial Services’s NextEra Energy NEE Stock Holding History

Madrona Financial Services’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 		$204K Sell
2,687
-32
-1% -$2.71K 0.03% 156
2026
Q2 		$239K Sell
2,719
-16
-0.6% -$1.45K 0.04% 125
2026
Q1 		$254K Buy
2,735
+30
+1% +$2.67K 0.06% 104
2025
Q4 		$217K Buy
2,705
+20
+0.7% +$1.66K 0.05% 116
2025
Q3 		$203K Buy
+2,685
New +$196K 0.04% 115
2024
Q4 		– Sell
-2,762
Closed -$233K – 121
2024
Q3 		$233K Sell
2,762
-77
-3% -$6.01K 0.06% 91
2024
Q2 		$201K Buy
+2,839
New +$201K 0.06% 95
2023
Q3 		– Sell
-2,948
Closed -$219K – 96
2023
Q2 		$219K Sell
2,948
-37
-1% -$2.8K 0.11% 91
2023
Q1 		$230K Buy
2,985
+71
+2% +$5.46K 0.12% 79
2022
Q4 		$244K Buy
+2,914
New +$235K 0.14% 65
2022
Q2 		– Sell
-2,363
Closed -$206K – 82
2022
Q1 		$206K Hold
2,363
– – 0.1% 78
2021
Q4 		$221K Buy
+2,363
New +$204K 0.09% 70

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

Madrona Financial Services's NEE Position: Q3 2026 in Review

Madrona Financial Services reduced its NextEra Energy (NEE) stake by 1.2% in Q3 2026, selling an estimated $2.71K and leaving 2,687 shares worth $204K. The position accounts for 0.03% of the portfolio, ranked #156.

Madrona Financial Services first reported a position in NEE in Q4 2021 and has held it in 12 quarters since. The position peaked at $254K in Q1 2026. 2,004 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Madrona Financial Services held 2,687 shares of NextEra Energy worth $204K as of Q3 2026.
  • Madrona Financial Services sold 32 NextEra Energy shares in Q3 2026, an estimated $2.71K.
  • NextEra Energy made up 0.03% of Madrona Financial Services's portfolio in Q3 2026, its #156 holding.
  • Madrona Financial Services first reported a position in NextEra Energy in Q4 2021 and has held it in 12 quarters since.
  • Madrona Financial Services's NextEra Energy position peaked at $254K in Q1 2026.
  • 2,004 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Madrona Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.