Matrix Asset Advisors
NEE icon

Matrix Asset Advisors’s NextEra Energy NEE Stock Holding History

Matrix Asset 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 		$19.8M Buy
261,183
+23,694
+10% +$2M 1.63% 26
2026
Q2 		$20.8M Sell
237,489
-27,223
-10% -$2.46M 1.7% 27
2026
Q1 		$24.6M Sell
264,712
-3,145
-1% -$280K 2.26% 17
2025
Q4 		$21.5M Sell
267,857
-3,853
-1% -$319K 1.93% 18
2025
Q3 		$20.5M Buy
271,710
+5,657
+2% +$413K 1.9% 19
2025
Q2 		$18.5M Buy
266,053
+11,430
+4% +$794K 1.87% 21
2025
Q1 		$18.1M Buy
254,623
+22,308
+10% +$1.57M 1.99% 17
2024
Q4 		$16.7M Buy
232,315
+2,289
+1% +$178K 1.82% 22
2024
Q3 		$19.4M Sell
230,026
-462
-0.2% -$36.1K 2.16% 18
2024
Q2 		$16.3M Sell
230,488
-1,551
-0.7% -$110K 1.95% 19
2024
Q1 		$14.8M Buy
232,039
+44,151
+23% +$2.59M 1.77% 23
2023
Q4 		$11.4M Buy
187,888
+31,305
+20% +$1.78M 1.45% 32
2023
Q3 		$8.97M Buy
+156,583
New +$10.8M 1.28% 35

Other funds holding NEE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Matrix Asset Advisors's NEE Position: Q3 2026 in Review

Matrix Asset Advisors increased its NextEra Energy (NEE) stake by 10% in Q3 2026, buying an estimated $2M and bringing the position to 261,183 shares worth $19.8M. The position accounts for 1.63% of the portfolio, ranked #26.

Matrix Asset Advisors first reported a position in NEE in Q3 2023 and has held it in 13 quarters since. The position peaked at $24.6M in Q1 2026. 1,133 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Matrix Asset Advisors held 261,183 shares of NextEra Energy worth $19.8M as of Q3 2026.
  • Matrix Asset Advisors bought 23,694 NextEra Energy shares in Q3 2026, an estimated $2M.
  • NextEra Energy made up 1.63% of Matrix Asset Advisors's portfolio in Q3 2026, its #26 holding.
  • Matrix Asset Advisors first reported a position in NextEra Energy in Q3 2023 and has held it in 13 quarters since.
  • Matrix Asset Advisors's NextEra Energy position peaked at $24.6M in Q1 2026.
  • 1,133 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Matrix Asset Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.