Moneywise Inc’s NextEra Energy NEE Stock Holding History

Moneywise Inc’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	–	Sell	-2,768	Closed	-$243K	–	81
2026 Q2	$243K	Buy	2,768 +57	+2%	+$5.16K	0.09%	77
2026 Q1	$252K	Hold	2,711	–	–	0.11%	75
2025 Q4	$218K	Buy	2,711 +15	+0.6%	+$1.24K	0.09%	78
2025 Q3	$204K	Buy	+2,696	New	+$197K	0.09%	71
2024 Q4	–	Sell	-2,696	Closed	-$228K	–	60
2024 Q3	$228K	Sell	2,696 -140	-5%	-$10.9K	0.11%	57
2024 Q2	$201K	Buy	+2,836	New	+$201K	0.11%	57
2023 Q3	–	Sell	-2,836	Closed	-$210K	–	51
2023 Q2	$210K	Hold	2,836	–	–	0.13%	49
2023 Q1	$219K	Hold	2,836	–	–	0.14%	47
2022 Q4	$237K	Sell	2,836 -1,044	-27%	-$84.3K	0.18%	43
2022 Q3	$304K	Hold	3,880	–	–	0.25%	40
2022 Q2	$301K	Hold	3,880	–	–	0.23%	40
2022 Q1	$329K	Buy	3,880 +140	+4%	+$11.2K	0.22%	36
2021 Q4	$349K	Sell	3,740 -327	-8%	-$28.3K	0.22%	38
2021 Q3	$319K	Hold	4,067	–	–	0.21%	39
2021 Q2	$298K	Hold	4,067	–	–	0.2%	39
2021 Q1	$308K	Buy	+4,067	New	+$317K	0.21%	41

Other funds holding NEE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Moneywise Inc's NEE Position: Q3 2026 in Review

Moneywise Inc sold out of NextEra Energy (NEE) in Q3 2026, closing a stake of 2,768 shares — an estimated $243K sold.

Moneywise Inc first reported a position in NEE in Q1 2021 and held it in 16 quarters. The position peaked at $349K in Q4 2021. 1,726 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Moneywise Inc reported no remaining NextEra Energy position as of Q3 2026 after selling out during the quarter.
Moneywise Inc sold 2,768 NextEra Energy shares in Q3 2026, an estimated $243K.
Moneywise Inc first reported a position in NextEra Energy in Q1 2021 and held it in 16 quarters.
Moneywise Inc's NextEra Energy position peaked at $349K in Q4 2021.
1,726 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Moneywise Inc's 13F filing for Q3 2026, filed 30 Oct 2026.