Polaris Financial Partners’s NextEra Energy NEE Stock Holding History

Polaris Financial Partners’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	$219K	Buy	+2,879	New	+$244K	0.1%	83

Other funds holding NEE

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Polaris Financial Partners's NEE Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in NextEra Energy (NEE) in Q3 2026: 2,879 shares worth $219K. The stake represents 0.1% of the portfolio and ranks #83 among its holdings.

18 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Polaris Financial Partners held 2,879 shares of NextEra Energy worth $219K as of Q3 2026.
NextEra Energy was a new Polaris Financial Partners position in Q3 2026.
NextEra Energy made up 0.1% of Polaris Financial Partners's portfolio in Q3 2026, its #83 holding.
18 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.