McGlone Suttner Wealth Management
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McGlone Suttner Wealth Management’s NextEra Energy NEE Stock Holding History

McGlone Suttner 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 		$240K Buy
3,174
+105
+3% +$8.88K 0.03% 178
2026
Q2 		$269K Sell
3,069
-158
-5% -$14.3K 0.03% 173
2026
Q1 		$300K Buy
3,227
+186
+6% +$16.5K 0.04% 162
2025
Q4 		$244K Sell
3,041
-1,880
-38% -$156K 0.03% 174
2025
Q3 		$371K Sell
4,921
-2,232
-31% -$163K 0.05% 140
2025
Q2 		$497K Sell
7,153
-31
-0.4% -$2.15K 0.08% 117
2025
Q1 		$509K Buy
7,184
+752
+12% +$53.1K 0.08% 111
2024
Q4 		$461K Sell
6,432
-659
-9% -$51.2K 0.08% 109
2024
Q3 		$599K Buy
7,091
+419
+6% +$32.7K 0.12% 92
2024
Q2 		$405K Sell
6,672
-327
-5% -$23.2K 0.08% 98
2024
Q1 		$447K Buy
6,999
+327
+5% +$19.2K 0.08% 102
2023
Q4 		$405K Buy
6,672
+165
+3% +$9.4K 0.08% 98
2023
Q3 		$373K Buy
6,507
+67
+1% +$4.64K 0.09% 92
2023
Q2 		$478K Buy
6,440
+80
+1% +$6.06K 0.11% 78
2023
Q1 		$490K Buy
6,360
+102
+2% +$7.84K 0.13% 76
2022
Q4 		$523K Buy
+6,258
New +$506K 0.17% 67

Other funds holding NEE

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

McGlone Suttner Wealth Management's NEE Position: Q3 2026 in Review

McGlone Suttner Wealth Management increased its NextEra Energy (NEE) stake by 3.4% in Q3 2026, buying an estimated $8.88K and bringing the position to 3,174 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #178.

McGlone Suttner Wealth Management first reported a position in NEE in Q4 2022 and has held it in 16 quarters since. The position peaked at $599K in Q3 2024. 2,004 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • McGlone Suttner Wealth Management held 3,174 shares of NextEra Energy worth $240K as of Q3 2026.
  • McGlone Suttner Wealth Management bought 105 NextEra Energy shares in Q3 2026, an estimated $8.88K.
  • NextEra Energy made up 0.03% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #178 holding.
  • McGlone Suttner Wealth Management first reported a position in NextEra Energy in Q4 2022 and has held it in 16 quarters since.
  • McGlone Suttner Wealth Management's NextEra Energy position peaked at $599K in Q3 2024.
  • 2,004 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

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