McCarter Private Wealth Services’s NextEra Energy NEE Stock Holding History

McCarter Private Wealth 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	$1.68M	Sell	22,157 -1,288	-5%	-$109K	0.57%	53
2026 Q2	$2.06M	Sell	23,445 -312	-1%	-$28.2K	0.71%	47
2026 Q1	$2.21M	Buy	23,757 +15,987	+206%	+$1.42M	0.96%	31
2025 Q4	$624K	Buy	+7,770	New	+$644K	0.28%	74
2025 Q2	–	Sell	-3,947	Closed	-$280K	–	120
2025 Q1	$280K	Buy	+3,947	New	+$279K	0.18%	85

Other funds holding NEE

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

McCarter Private Wealth Services's NEE Position: Q3 2026 in Review

McCarter Private Wealth Services reduced its NextEra Energy (NEE) stake by 5.5% in Q3 2026, selling an estimated $109K and leaving 22,157 shares worth $1.68M. The position accounts for 0.57% of the portfolio, ranked #53.

McCarter Private Wealth Services first reported a position in NEE in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.21M in Q1 2026. 884 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

McCarter Private Wealth Services held 22,157 shares of NextEra Energy worth $1.68M as of Q3 2026.
McCarter Private Wealth Services sold 1,288 NextEra Energy shares in Q3 2026, an estimated $109K.
NextEra Energy made up 0.57% of McCarter Private Wealth Services's portfolio in Q3 2026, its #53 holding.
McCarter Private Wealth Services first reported a position in NextEra Energy in Q1 2025 and has held it in 5 quarters since.
McCarter Private Wealth Services's NextEra Energy position peaked at $2.21M in Q1 2026.
884 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.