Northcape Wealth Management
NEE icon

Northcape Wealth Management’s NextEra Energy NEE Stock Holding History

Northcape 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 		$3.85M Buy
50,806
+407
+0.8% +$34.4K 1.02% 31
2026
Q2 		$4.42M Sell
50,399
-573
-1% -$51.8K 1.16% 27
2026
Q1 		$4.73M Buy
50,972
+337
+0.7% +$30K 1.29% 19
2025
Q4 		$4.06M Sell
50,635
-1,571
-3% -$130K 1.15% 27
2025
Q3 		$3.94M Buy
52,206
+504
+1% +$36.8K 1.15% 26
2025
Q2 		$3.59M Sell
51,702
-323
-0.6% -$22.4K 1.09% 28
2025
Q1 		$3.69M Sell
52,025
-585
-1% -$41.3K 1.19% 27
2024
Q4 		$3.77M Sell
52,610
-287
-0.5% -$22.3K 1.22% 24
2024
Q3 		$4.47M Buy
52,897
+127
+0.2% +$9.9K 1.46% 18
2024
Q2 		$3.74M Sell
52,770
-114
-0.2% -$8.09K 1.35% 23
2024
Q1 		$3.38M Buy
52,884
+34,016
+180% +$1.99M 1.23% 24
2023
Q4 		$1.15M Sell
18,868
-7,820
-29% -$446K 0.42% 66
2023
Q3 		$1.53M Buy
26,688
+21,645
+429% +$1.5M 0.59% 58
2023
Q2 		$374K Sell
5,043
-325
-6% -$24.6K 0.14% 114
2023
Q1 		$414K Buy
5,368
+2,080
+63% +$160K 0.15% 109
2022
Q4 		$275K Sell
3,288
-2,634
-44% -$213K 0.15% 67
2022
Q3 		$464K Buy
5,922
+1,836
+45% +$156K 0.17% 91
2022
Q2 		$317K Sell
4,086
-1,765
-30% -$134K 0.12% 96
2022
Q1 		$496K Buy
5,851
+3,063
+110% +$245K 0.14% 101
2021
Q4 		$260K Buy
+2,788
New +$241K 0.09% 112

Other funds holding NEE

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Northcape Wealth Management's NEE Position: Q3 2026 in Review

Northcape Wealth Management increased its NextEra Energy (NEE) stake by 0.81% in Q3 2026, buying an estimated $34.4K and bringing the position to 50,806 shares worth $3.85M. The position accounts for 1.02% of the portfolio, ranked #31.

Northcape Wealth Management first reported a position in NEE in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.73M in Q1 2026. 2,509 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Northcape Wealth Management held 50,806 shares of NextEra Energy worth $3.85M as of Q3 2026.
  • Northcape Wealth Management bought 407 NextEra Energy shares in Q3 2026, an estimated $34.4K.
  • NextEra Energy made up 1.02% of Northcape Wealth Management's portfolio in Q3 2026, its #31 holding.
  • Northcape Wealth Management first reported a position in NextEra Energy in Q4 2021 and has held it in 20 quarters since.
  • Northcape Wealth Management's NextEra Energy position peaked at $4.73M in Q1 2026.
  • 2,509 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Northcape Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.