Powers Advisory Group’s NextEra Energy NEE Stock Holding History

Powers Advisory Group’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	$320K	Buy	4,224 +244	+6%	+$20.6K	0.1%	101
2026 Q2	$349K	Buy	3,980 +23	+0.6%	+$2.08K	0.11%	103
2026 Q1	$368K	Buy	3,957 +171	+5%	+$15.2K	0.13%	91
2025 Q4	$304K	Buy	3,786 +325	+9%	+$26.9K	0.11%	100
2025 Q3	$261K	Buy	3,461 +27	+0.8%	+$1.97K	0.1%	107
2025 Q2	$238K	Buy	3,434 +285	+9%	+$19.8K	0.1%	104
2025 Q1	$223K	Buy	+3,149	New	+$222K	0.11%	105

Other funds holding NEE

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Powers Advisory Group's NEE Position: Q3 2026 in Review

Powers Advisory Group increased its NextEra Energy (NEE) stake by 6.1% in Q3 2026, buying an estimated $20.6K and bringing the position to 4,224 shares worth $320K. The position accounts for 0.1% of the portfolio, ranked #101.

Powers Advisory Group first reported a position in NEE in Q1 2025 and has held it in 7 quarters since. The position peaked at $368K in Q1 2026. 718 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Powers Advisory Group held 4,224 shares of NextEra Energy worth $320K as of Q3 2026.
Powers Advisory Group bought 244 NextEra Energy shares in Q3 2026, an estimated $20.6K.
NextEra Energy made up 0.1% of Powers Advisory Group's portfolio in Q3 2026, its #101 holding.
Powers Advisory Group first reported a position in NextEra Energy in Q1 2025 and has held it in 7 quarters since.
Powers Advisory Group's NextEra Energy position peaked at $368K in Q1 2026.
718 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.