Navalign LLC’s NextEra Energy NEE Stock Holding History

Navalign LLC’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	$363K	Buy	4,790 +3	+0.1%	+$254	0.08%	97
2026 Q2	$420K	Buy	4,787 +2	+0%	+$181	0.1%	99
2026 Q1	$444K	Hold	4,785	–	–	0.11%	92
2025 Q4	$384K	Sell	4,785 -296	-6%	-$24.5K	0.09%	97
2025 Q3	$384K	Buy	5,081 +296	+6%	+$21.6K	0.1%	97
2025 Q2	$332K	Hold	4,785	–	–	0.09%	97
2025 Q1	$339K	Hold	4,785	–	–	0.1%	98
2024 Q4	$343K	Hold	4,785	–	–	0.1%	100
2024 Q3	$404K	Hold	4,785	–	–	0.12%	96
2024 Q2	$339K	Sell	4,785 -280	-6%	-$19.9K	0.11%	100
2024 Q1	$324K	Sell	5,065 -89	-2%	-$5.21K	0.11%	103
2023 Q4	$313K	Buy	5,154 +89	+2%	+$5.07K	0.11%	110
2023 Q3	$290K	Buy	5,065 +618	+14%	+$42.8K	0.11%	117
2023 Q2	$330K	Hold	4,447	–	–	0.13%	94
2023 Q1	$343K	Hold	4,447	–	–	0.14%	96
2022 Q4	$372K	Hold	4,447	–	–	0.15%	105
2022 Q3	$349K	Hold	4,447	–	–	0.16%	99
2022 Q2	$344K	Hold	4,447	–	–	0.15%	97
2022 Q1	$326K	Buy	4,447 +347	+8%	+$27.8K	0.14%	105
2021 Q4	$383K	Hold	4,100	–	–	0.15%	102
2021 Q3	$322K	Sell	4,100 -117	-3%	-$9.44K	0.14%	103
2021 Q2	$309K	Hold	4,217	–	–	0.13%	106
2021 Q1	$319K	Buy	+4,217	New	+$329K	0.14%	106

Other funds holding NEE

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Navalign LLC's NEE Position: Q3 2026 in Review

Navalign LLC increased its NextEra Energy (NEE) stake by 0.06% in Q3 2026, buying an estimated $254 and bringing the position to 4,790 shares worth $363K. The position accounts for 0.08% of the portfolio, ranked #97.

Navalign LLC first reported a position in NEE in Q1 2021 and has held it in 23 quarters since. The position peaked at $444K in Q1 2026. 2,004 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Navalign LLC held 4,790 shares of NextEra Energy worth $363K as of Q3 2026.
Navalign LLC bought 3 NextEra Energy shares in Q3 2026, an estimated $254.
NextEra Energy made up 0.08% of Navalign LLC's portfolio in Q3 2026, its #97 holding.
Navalign LLC first reported a position in NextEra Energy in Q1 2021 and has held it in 23 quarters since.
Navalign LLC's NextEra Energy position peaked at $444K in Q1 2026.
2,004 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Navalign LLC's 13F filing for Q3 2026, filed 9 Nov 2026.