Maia Wealth
NEE icon

Maia Wealth’s NextEra Energy NEE Stock Holding History

Maia Wealth’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 		$1.22M Buy
16,113
+1,950
+14% +$165K 0.17% 137
2026
Q2 		$1.24M Buy
14,163
+2,173
+18% +$197K 0.18% 139
2026
Q1 		$1.11M Buy
11,990
+1,847
+18% +$164K 0.19% 141
2025
Q4 		$932K Buy
10,143
+3,892
+62% +$322K 0.16% 148
2025
Q3 		$530K Buy
6,251
+2,973
+91% +$217K 0.09% 204
2025
Q2 		$228K Buy
+3,278
New +$228K 0.04% 296

Other funds holding NEE

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Maia Wealth's NEE Position: Q3 2026 in Review

Maia Wealth increased its NextEra Energy (NEE) stake by 14% in Q3 2026, buying an estimated $165K and bringing the position to 16,113 shares worth $1.22M. The position accounts for 0.17% of the portfolio, ranked #137.

Maia Wealth first reported a position in NEE in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.24M in Q2 2026. 2,470 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Maia Wealth held 16,113 shares of NextEra Energy worth $1.22M as of Q3 2026.
  • Maia Wealth bought 1,950 NextEra Energy shares in Q3 2026, an estimated $165K.
  • NextEra Energy made up 0.17% of Maia Wealth's portfolio in Q3 2026, its #137 holding.
  • Maia Wealth first reported a position in NextEra Energy in Q2 2025 and has held it in 6 quarters since.
  • Maia Wealth's NextEra Energy position peaked at $1.24M in Q2 2026.
  • 2,470 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.