Obermeyer Wealth Partners’s NextEra Energy NEE Stock Holding History

Obermeyer Wealth Partners’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	$343K	Sell	4,534 -46	-1%	-$3.89K	0.01%	229
2026 Q2	$402K	Sell	4,580 -463	-9%	-$41.9K	0.02%	205
2026 Q1	$468K	Sell	5,043 -287,816	-98%	-$25.6M	0.02%	178
2025 Q4	$23.5M	Sell	292,859 -2,604	-0.9%	-$216K	1.07%	30
2025 Q3	$22.3M	Sell	295,463 -953	-0.3%	-$69.6K	1.04%	31
2025 Q2	$20.6M	Buy	296,416 +832	+0.3%	+$57.8K	1.02%	35
2025 Q1	$21M	Buy	295,584 +291,511	+7,157%	+$20.6M	1.12%	34
2024 Q4	$292K	Buy	+4,073	New	+$316K	0.02%	208
2024 Q1	–	Sell	-5,115	Closed	-$311K	–	258
2023 Q4	$311K	Buy	+5,115	New	+$292K	0.02%	168
2022 Q2	–	Sell	-2,413	Closed	-$204K	–	226
2022 Q1	$204K	Hold	2,413	–	–	0.01%	227
2021 Q4	$225K	Buy	+2,413	New	+$209K	0.01%	211

Other funds holding NEE

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

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

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Obermeyer Wealth Partners's NEE Position: Q3 2026 in Review

Obermeyer Wealth Partners reduced its NextEra Energy (NEE) stake by 1% in Q3 2026, selling an estimated $3.89K and leaving 4,534 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #229.

Obermeyer Wealth Partners first reported a position in NEE in Q4 2021 and has held it in 11 quarters since. The position peaked at $23.5M in Q4 2025. 987 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Obermeyer Wealth Partners held 4,534 shares of NextEra Energy worth $343K as of Q3 2026.
Obermeyer Wealth Partners sold 46 NextEra Energy shares in Q3 2026, an estimated $3.89K.
NextEra Energy made up 0.01% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #229 holding.
Obermeyer Wealth Partners first reported a position in NextEra Energy in Q4 2021 and has held it in 11 quarters since.
Obermeyer Wealth Partners's NextEra Energy position peaked at $23.5M in Q4 2025.
987 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.