Next Level Wealth Planning’s NextEra Energy NEE Stock Holding History

Next Level Wealth Planning’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	$67.4K	Buy	+890	New	+$75.3K	0.03%	148

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

Next Level Wealth Planning's NEE Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in NextEra Energy (NEE) in Q3 2026: 890 shares worth $67.4K. The stake represents 0.03% of the portfolio and ranks #148 among its holdings.

1,733 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Next Level Wealth Planning held 890 shares of NextEra Energy worth $67.4K as of Q3 2026.
NextEra Energy was a new Next Level Wealth Planning position in Q3 2026.
NextEra Energy made up 0.03% of Next Level Wealth Planning's portfolio in Q3 2026, its #148 holding.
1,733 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.