Master's Wealth Management’s NextEra Energy NEE Stock Holding History

Master's Wealth Management’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	$513K	Buy	6,772 +566	+9%	+$47.9K	0.15%	42
2026 Q2	$545K	Buy	6,206 +91	+1%	+$8.23K	0.16%	37
2026 Q1	$568K	Buy	6,115 +647	+12%	+$57.5K	0.19%	34
2025 Q4	$439K	Buy	5,468 +1,045	+24%	+$86.6K	0.16%	35
2025 Q3	$334K	Sell	4,423 -1,495	-25%	-$109K	0.14%	28
2025 Q2	$411K	Buy	5,918 +1,967	+50%	+$137K	0.19%	24
2025 Q1	$280K	Buy	3,951 +31	+0.8%	+$2.19K	0.15%	31
2024 Q4	$281K	Buy	+3,920	New	+$305K	0.15%	30

Other funds holding NEE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Master's Wealth Management's NEE Position: Q3 2026 in Review

Master's Wealth Management increased its NextEra Energy (NEE) stake by 9.1% in Q3 2026, buying an estimated $47.9K and bringing the position to 6,772 shares worth $513K. The position accounts for 0.15% of the portfolio, ranked #42.

Master's Wealth Management first reported a position in NEE in Q4 2024 and has held it in 8 quarters since. The position peaked at $568K in Q1 2026. 1,258 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Master's Wealth Management held 6,772 shares of NextEra Energy worth $513K as of Q3 2026.
Master's Wealth Management bought 566 NextEra Energy shares in Q3 2026, an estimated $47.9K.
NextEra Energy made up 0.15% of Master's Wealth Management's portfolio in Q3 2026, its #42 holding.
Master's Wealth Management first reported a position in NextEra Energy in Q4 2024 and has held it in 8 quarters since.
Master's Wealth Management's NextEra Energy position peaked at $568K in Q1 2026.
1,258 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Master's Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.