Patrick M. Sweeney & Associates’s NextEra Energy NEE Stock Holding History

Patrick M. Sweeney & Associates’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	$396K	Buy	5,227 +129	+3%	+$10.9K	0.22%	113
2026 Q2	$447K	Buy	5,098 +200	+4%	+$18.1K	0.26%	100
2026 Q1	$455K	Hold	4,898	–	–	0.29%	83
2025 Q4	$393K	Hold	4,898	–	–	0.25%	95
2025 Q3	$370K	Buy	4,898 +100	+2%	+$7.31K	0.24%	100
2025 Q2	$354K	Sell	4,798 -105	-2%	-$7.29K	0.24%	101
2025 Q1	$348K	Hold	4,903	–	–	0.26%	96
2024 Q4	$351K	Sell	4,903 -45	-0.9%	-$3.5K	0.26%	100
2024 Q3	$418K	Buy	4,948 +111	+2%	+$8.66K	0.31%	81
2024 Q2	$342K	Buy	4,837 +490	+11%	+$34.8K	0.28%	91
2024 Q1	$278K	Buy	4,347 +210	+5%	+$12.3K	0.23%	110
2023 Q4	$251K	Buy	+4,137	New	+$236K	0.23%	100

Other funds holding NEE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Patrick M. Sweeney & Associates's NEE Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its NextEra Energy (NEE) stake by 2.5% in Q3 2026, buying an estimated $10.9K and bringing the position to 5,227 shares worth $396K. The position accounts for 0.22% of the portfolio, ranked #113.

Patrick M. Sweeney & Associates first reported a position in NEE in Q4 2023 and has held it in 12 quarters since. The position peaked at $455K in Q1 2026. 1,803 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Patrick M. Sweeney & Associates held 5,227 shares of NextEra Energy worth $396K as of Q3 2026.
Patrick M. Sweeney & Associates bought 129 NextEra Energy shares in Q3 2026, an estimated $10.9K.
NextEra Energy made up 0.22% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #113 holding.
Patrick M. Sweeney & Associates first reported a position in NextEra Energy in Q4 2023 and has held it in 12 quarters since.
Patrick M. Sweeney & Associates's NextEra Energy position peaked at $455K in Q1 2026.
1,803 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.