PFW Advisors’s NextEra Energy NEE Stock Holding History

PFW 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	$2.2M	Sell	29,064 -398	-1%	-$33.7K	0.65%	31
2026 Q2	$2.59M	Sell	29,462 -1,937	-6%	-$175K	0.75%	23
2026 Q1	$2.92M	Sell	31,399 -34	-0.1%	-$3.02K	0.92%	21
2025 Q4	$2.52M	Sell	31,433 -964	-3%	-$79.8K	0.76%	26
2025 Q3	$2.45M	Sell	32,397 -80	-0.2%	-$5.84K	0.72%	32
2025 Q2	$2.25M	Sell	32,477 -870	-3%	-$60.4K	0.69%	34
2025 Q1	$2.36M	Buy	33,347 +305	+0.9%	+$21.5K	0.74%	34
2024 Q4	$2.37M	Buy	+33,042	New	+$2.57M	0.73%	34
2024 Q2	$2.34M	Sell	32,977 -1,055	-3%	-$74.9K	0.74%	29
2024 Q1	$2.17M	Sell	34,032 -368	-1%	-$21.6K	0.66%	38
2023 Q4	$2.09M	Buy	34,400 +1,592	+5%	+$90.7K	0.67%	38
2023 Q3	$1.88M	Buy	32,808 +2,467	+8%	+$171K	0.66%	37
2023 Q2	$2.09M	Buy	+30,341	New	+$2.3M	0.7%	34
2019 Q3	$2.8M	Buy	+132,396	New	+$7.17M	0.85%	22

Other funds holding NEE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 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

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

PFW Advisors's NEE Position: Q3 2026 in Review

PFW Advisors reduced its NextEra Energy (NEE) stake by 1.4% in Q3 2026, selling an estimated $33.7K and leaving 29,064 shares worth $2.2M. The position accounts for 0.65% of the portfolio, ranked #31.

PFW Advisors first reported a position in NEE in Q3 2019 and has held it in 14 quarters since. The position peaked at $2.92M in Q1 2026. 1,258 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

PFW Advisors held 29,064 shares of NextEra Energy worth $2.2M as of Q3 2026.
PFW Advisors sold 398 NextEra Energy shares in Q3 2026, an estimated $33.7K.
NextEra Energy made up 0.65% of PFW Advisors's portfolio in Q3 2026, its #31 holding.
PFW Advisors first reported a position in NextEra Energy in Q3 2019 and has held it in 14 quarters since.
PFW Advisors's NextEra Energy position peaked at $2.92M in Q1 2026.
1,258 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.