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Plan A Wealth’s NextEra Energy NEE Stock Holding History

Plan A 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 		$557K Buy
7,357
+83
+1% +$7.02K 0.2% 76
2026
Q2 		$638K Buy
7,274
+636
+10% +$57.5K 0.27% 59
2026
Q1 		$617K Buy
6,638
+372
+6% +$33.1K 0.3% 57
2025
Q4 		$503K Buy
6,266
+192
+3% +$15.9K 0.25% 69
2025
Q3 		$459K Buy
6,074
+162
+3% +$11.8K 0.23% 76
2025
Q2 		$410K Buy
5,912
+2,371
+67% +$165K 0.23% 84
2025
Q1 		$251K Buy
+3,541
New +$250K 0.19% 88

Other funds holding NEE

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Plan A Wealth's NEE Position: Q3 2026 in Review

Plan A Wealth increased its NextEra Energy (NEE) stake by 1.1% in Q3 2026, buying an estimated $7.02K and bringing the position to 7,357 shares worth $557K. The position accounts for 0.2% of the portfolio, ranked #76.

Plan A Wealth first reported a position in NEE in Q1 2025 and has held it in 7 quarters since. The position peaked at $638K in Q2 2026. 155 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Plan A Wealth held 7,357 shares of NextEra Energy worth $557K as of Q3 2026.
  • Plan A Wealth bought 83 NextEra Energy shares in Q3 2026, an estimated $7.02K.
  • NextEra Energy made up 0.2% of Plan A Wealth's portfolio in Q3 2026, its #76 holding.
  • Plan A Wealth first reported a position in NextEra Energy in Q1 2025 and has held it in 7 quarters since.
  • Plan A Wealth's NextEra Energy position peaked at $638K in Q2 2026.
  • 155 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.