Omni 360 Wealth’s NextEra Energy NEE Stock Holding History

Omni 360 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	$522K	Hold	6,890	–	–	0.24%	84
2026 Q2	$605K	Sell	6,890 -180	-3%	-$16.3K	0.28%	71
2026 Q1	$657K	Hold	7,070	–	–	0.34%	64
2025 Q4	$580K	Hold	7,070	–	–	0.3%	69
2025 Q3	$534K	Sell	7,070 -17	-0.2%	-$1.24K	0.3%	69
2025 Q2	$492K	Hold	7,087	–	–	0.31%	67
2025 Q1	$502K	Sell	7,087 -37	-0.5%	-$2.61K	0.34%	62
2024 Q4	$511K	Sell	7,124 -248	-3%	-$19.3K	0.34%	62
2024 Q3	$623K	Sell	7,372 -83	-1%	-$6.48K	0.43%	60
2024 Q2	$528K	Sell	7,455 -38	-0.5%	-$2.7K	0.4%	60
2024 Q1	$479K	Sell	7,493 -60	-0.8%	-$3.52K	0.4%	60
2023 Q4	$459K	Buy	+7,553	New	+$430K	0.43%	56

Other funds holding NEE

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 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

Omni 360 Wealth's NEE Position: Q3 2026 in Review

Omni 360 Wealth held its NextEra Energy (NEE) position steady in Q3 2026 at 6,890 shares worth $522K. The position accounts for 0.24% of the portfolio, ranked #84.

Omni 360 Wealth first reported a position in NEE in Q4 2023 and has held it in 12 quarters since. The position peaked at $657K in Q1 2026. 2,347 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Omni 360 Wealth held 6,890 shares of NextEra Energy worth $522K as of Q3 2026.
Omni 360 Wealth left its NextEra Energy share count unchanged in Q3 2026.
NextEra Energy made up 0.24% of Omni 360 Wealth's portfolio in Q3 2026, its #84 holding.
Omni 360 Wealth first reported a position in NextEra Energy in Q4 2023 and has held it in 12 quarters since.
Omni 360 Wealth's NextEra Energy position peaked at $657K in Q1 2026.
2,347 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Omni 360 Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.