Opal Wealth Advisors’s NextEra Energy NEE Stock Holding History

Opal Wealth Advisors’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	$370K	Sell	4,881 -1,738	-26%	-$147K	0.08%	135
2026 Q2	$581K	Sell	6,619 -850	-11%	-$76.9K	0.13%	85
2026 Q1	$694K	Sell	7,469 -461	-6%	-$41K	0.16%	71
2025 Q4	$637K	Buy	7,930 +112	+1%	+$9.28K	0.17%	81
2025 Q3	$590K	Buy	7,818 +149	+2%	+$10.9K	0.16%	78
2025 Q2	$532K	Buy	7,669 +1,649	+27%	+$115K	0.15%	82
2025 Q1	$427K	Buy	6,020 +168	+3%	+$11.9K	0.13%	95
2024 Q4	$420K	Sell	5,852 -142	-2%	-$11K	0.13%	101
2024 Q3	$507K	Buy	5,994 +2,179	+57%	+$170K	0.16%	80
2024 Q2	$270K	Buy	+3,815	New	+$271K	0.09%	133

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

Opal Wealth Advisors's NEE Position: Q3 2026 in Review

Opal Wealth Advisors reduced its NextEra Energy (NEE) stake by 26% in Q3 2026, selling an estimated $147K and leaving 4,881 shares worth $370K. The position accounts for 0.08% of the portfolio, ranked #135.

Opal Wealth Advisors first reported a position in NEE in Q2 2024 and has held it in 10 quarters since. The position peaked at $694K in Q1 2026. 884 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Opal Wealth Advisors held 4,881 shares of NextEra Energy worth $370K as of Q3 2026.
Opal Wealth Advisors sold 1,738 NextEra Energy shares in Q3 2026, an estimated $147K.
NextEra Energy made up 0.08% of Opal Wealth Advisors's portfolio in Q3 2026, its #135 holding.
Opal Wealth Advisors first reported a position in NextEra Energy in Q2 2024 and has held it in 10 quarters since.
Opal Wealth Advisors's NextEra Energy position peaked at $694K in Q1 2026.
884 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.