Pines Wealth Management’s NextEra Energy NEE Stock Holding History

Pines Wealth Management’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	$1.55M	Sell	20,489 -90	-0.4%	-$7.61K	0.44%	59
2026 Q2	$1.81M	Sell	20,579 -142	-0.7%	-$12.8K	0.52%	48
2026 Q1	$1.92M	Sell	20,721 -442	-2%	-$39.3K	0.62%	33
2025 Q4	$1.7M	Buy	21,163 +75	+0.4%	+$6.21K	0.55%	41
2025 Q3	$1.59M	Buy	21,088 +432	+2%	+$31.6K	0.54%	42
2025 Q2	$1.53M	Buy	20,656 +1,520	+8%	+$106K	0.54%	40
2025 Q1	$1.23M	Buy	19,136 +1,377	+8%	+$97.2K	0.57%	41
2024 Q4	$1.2M	Buy	+17,759	New	+$1.38M	0.52%	48

Other funds holding NEE

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

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

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

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Pines Wealth Management's NEE Position: Q3 2026 in Review

Pines Wealth Management reduced its NextEra Energy (NEE) stake by 0.44% in Q3 2026, selling an estimated $7.61K and leaving 20,489 shares worth $1.55M. The position accounts for 0.44% of the portfolio, ranked #59.

Pines Wealth Management first reported a position in NEE in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.92M in Q1 2026. 2,004 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Pines Wealth Management held 20,489 shares of NextEra Energy worth $1.55M as of Q3 2026.
Pines Wealth Management sold 90 NextEra Energy shares in Q3 2026, an estimated $7.61K.
NextEra Energy made up 0.44% of Pines Wealth Management's portfolio in Q3 2026, its #59 holding.
Pines Wealth Management first reported a position in NextEra Energy in Q4 2024 and has held it in 8 quarters since.
Pines Wealth Management's NextEra Energy position peaked at $1.92M in Q1 2026.
2,004 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.