Matthew Hamilton Rosenberg’s NextEra Energy NEE Stock Holding History

Matthew Hamilton Rosenberg’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	$292K	Sell	3,858 -84	-2%	-$7.11K	0.05%	172
2026 Q2	$346K	Hold	3,942	–	–	0.06%	150
2026 Q1	$366K	Hold	3,942	–	–	0.08%	129
2025 Q4	$316K	Hold	3,942	–	–	0.07%	140
2025 Q3	$298K	Buy	3,942 +183	+5%	+$13.4K	0.06%	147
2025 Q2	$261K	Buy	3,759 +503	+15%	+$34.9K	0.06%	164
2025 Q1	$231K	Buy	3,256 +29	+0.9%	+$2.05K	0.06%	168
2024 Q4	$231K	Sell	3,227 -298	-8%	-$23.1K	0.06%	160
2024 Q3	$298K	Hold	3,525	–	–	0.08%	132
2024 Q2	$246K	Sell	3,525 -680	-16%	-$48.2K	0.07%	148
2024 Q1	$267K	Sell	4,205 -72	-2%	-$4.22K	0.08%	137
2023 Q4	$260K	Sell	4,277 -46	-1%	-$2.62K	0.08%	139
2023 Q3	$248K	Sell	4,323 -279	-6%	-$19.3K	0.08%	135
2023 Q2	$341K	Sell	4,602 -900	-16%	-$68.1K	0.12%	95
2023 Q1	$424K	Buy	5,502 +140	+3%	+$10.8K	0.14%	80
2022 Q4	$448K	Sell	5,362 -2	-0%	-$162	0.15%	75
2022 Q3	$421K	Buy	5,364 +13	+0.2%	+$1.1K	0.16%	74
2022 Q2	$431K	Sell	5,351 -220	-4%	-$16.7K	0.16%	78
2022 Q1	$472K	Buy	5,571 +128	+2%	+$10.3K	0.17%	80
2021 Q4	$508K	Sell	5,443 -220	-4%	-$19K	0.18%	66
2021 Q3	$445K	Buy	5,663 +900	+19%	+$72.6K	0.18%	67
2021 Q2	$349K	Sell	4,763 -109	-2%	-$8.18K	0.18%	64
2021 Q1	$368K	Hold	4,872	–	–	0.21%	56
2020 Q4	$376K	Buy	4,872 +148	+3%	+$11.1K	0.23%	47
2020 Q3	$328K	Buy	4,724 +128	+3%	+$8.84K	0.24%	50
2020 Q2	$276K	Buy	4,596 +844	+22%	+$50.5K	0.22%	56
2020 Q1	$226K	Buy	+3,752	New	+$236K	0.22%	51

Other funds holding NEE

BTCPP

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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Matthew Hamilton Rosenberg's NEE Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its NextEra Energy (NEE) stake by 2.1% in Q3 2026, selling an estimated $7.11K and leaving 3,858 shares worth $292K. The position accounts for 0.05% of the portfolio, ranked #172.

Matthew Hamilton Rosenberg first reported a position in NEE in Q1 2020 and has held it in 27 quarters since. The position peaked at $508K in Q4 2021. 155 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Matthew Hamilton Rosenberg held 3,858 shares of NextEra Energy worth $292K as of Q3 2026.
Matthew Hamilton Rosenberg sold 84 NextEra Energy shares in Q3 2026, an estimated $7.11K.
NextEra Energy made up 0.05% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #172 holding.
Matthew Hamilton Rosenberg first reported a position in NextEra Energy in Q1 2020 and has held it in 27 quarters since.
Matthew Hamilton Rosenberg's NextEra Energy position peaked at $508K in Q4 2021.
155 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.