Mitchell & Pahl Private Wealth
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Mitchell & Pahl Private Wealth’s NextEra Energy NEE Stock Holding History

Mitchell & Pahl Private Wealth’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 		$3.09M Buy
40,756
+927
+2% +$78.4K 1.11% 28
2026
Q2 		$3.5M Buy
39,829
+607
+2% +$54.9K 1.28% 20
2026
Q1 		$3.64M Buy
39,222
+7
+0% +$622 1.48% 10
2025
Q4 		$3.15M Sell
39,215
-106
-0.3% -$8.78K 1.31% 15
2025
Q3 		$2.97M Buy
39,321
+30
+0.1% +$2.19K 1.24% 19
2025
Q2 		$2.73M Buy
39,291
+1,065
+3% +$74K 1.2% 28
2025
Q1 		$2.71M Buy
38,226
+345
+0.9% +$24.4K 1.26% 20
2024
Q4 		$2.72M Buy
37,881
+949
+3% +$73.7K 1.27% 18
2024
Q3 		$3.12M Buy
36,932
+611
+2% +$47.7K 1.45% 11
2024
Q2 		$2.57M Sell
36,321
-291
-0.8% -$20.6K 1.36% 13
2024
Q1 		$2.34M Buy
36,612
+1,312
+4% +$76.9K 1.23% 17
2023
Q4 		$2.14M Sell
35,300
-1,107
-3% -$63.1K 1.22% 20
2023
Q3 		$2.09M Buy
36,407
+1,540
+4% +$107K 1.24% 20
2023
Q2 		$2.59M Buy
34,867
+328
+0.9% +$24.8K 1.56% 11
2023
Q1 		$2.66M Buy
34,539
+928
+3% +$71.4K 1.67% 10
2022
Q4 		$2.81M Sell
33,611
-7
-0% -$565 1.84% 6
2022
Q3 		$2.64M Buy
33,618
+64
+0.2% +$5.43K 1.95% 5
2022
Q2 		$2.6M Buy
33,554
+706
+2% +$53.7K 1.81% 8
2022
Q1 		$2.78M Buy
32,848
+703
+2% +$56.3K 1.77% 7
2021
Q4 		$3M Buy
32,145
+283
+0.9% +$24.5K 1.92% 5
2021
Q3 		$2.5M Buy
31,862
+106
+0.3% +$8.55K 1.8% 5
2021
Q2 		$2.33M Buy
31,756
+344
+1% +$25.8K 1.66% 9
2021
Q1 		$2.38M Buy
31,412
+228
+0.7% +$17.8K 1.84% 8
2020
Q4 		$2.41M Buy
+31,184
New +$2.33M 2.02% 7

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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Mitchell & Pahl Private Wealth's NEE Position: Q3 2026 in Review

Mitchell & Pahl Private Wealth increased its NextEra Energy (NEE) stake by 2.3% in Q3 2026, buying an estimated $78.4K and bringing the position to 40,756 shares worth $3.09M. The position accounts for 1.11% of the portfolio, ranked #28.

Mitchell & Pahl Private Wealth first reported a position in NEE in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.64M in Q1 2026. 1,005 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Mitchell & Pahl Private Wealth held 40,756 shares of NextEra Energy worth $3.09M as of Q3 2026.
  • Mitchell & Pahl Private Wealth bought 927 NextEra Energy shares in Q3 2026, an estimated $78.4K.
  • NextEra Energy made up 1.11% of Mitchell & Pahl Private Wealth's portfolio in Q3 2026, its #28 holding.
  • Mitchell & Pahl Private Wealth first reported a position in NextEra Energy in Q4 2020 and has held it in 24 quarters since.
  • Mitchell & Pahl Private Wealth's NextEra Energy position peaked at $3.64M in Q1 2026.
  • 1,005 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.