Olistico Wealth’s NextEra Energy NEE Stock Holding History

Olistico Wealth’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	$189K	Buy	2,492 +40	+2%	+$3.38K	0.08%	102
2026 Q2	$215K	Buy	2,452 +106	+5%	+$9.6K	0.09%	97
2026 Q1	$218K	Hold	2,346	–	–	0.11%	95
2025 Q4	$188K	Buy	+2,346	New	+$194K	0.09%	97
2025 Q3	–	Sell	-2,334	Closed	-$162K	–	251
2025 Q2	$162K	Buy	2,334 +2,025	+655%	+$141K	0.09%	103
2025 Q1	$21.9K	Hold	309	–	–	0.01%	206
2024 Q4	$22.2K	Sell	309 -142	-31%	-$11K	0.01%	207
2024 Q3	$38.1K	Sell	451 -1,265	-74%	-$98.7K	0.02%	176
2024 Q2	$122K	Buy	+1,716	New	+$122K	0.08%	118
2023 Q3	–	Sell	-2,895	Closed	-$215K	–	108
2023 Q2	$215K	Buy	+2,895	New	+$219K	0.18%	103
2023 Q1	–	Sell	-8,050	Closed	-$673K	–	103
2022 Q4	$673K	Buy	+8,050	New	+$650K	0.73%	38

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

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

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Olistico Wealth's NEE Position: Q3 2026 in Review

Olistico Wealth increased its NextEra Energy (NEE) stake by 1.6% in Q3 2026, buying an estimated $3.38K and bringing the position to 2,492 shares worth $189K. The position accounts for 0.08% of the portfolio, ranked #102.

Olistico Wealth first reported a position in NEE in Q4 2022 and has held it in 11 quarters since. The position peaked at $673K in Q4 2022. 884 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Olistico Wealth held 2,492 shares of NextEra Energy worth $189K as of Q3 2026.
Olistico Wealth bought 40 NextEra Energy shares in Q3 2026, an estimated $3.38K.
NextEra Energy made up 0.08% of Olistico Wealth's portfolio in Q3 2026, its #102 holding.
Olistico Wealth first reported a position in NextEra Energy in Q4 2022 and has held it in 11 quarters since.
Olistico Wealth's NextEra Energy position peaked at $673K in Q4 2022.
884 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.