Precedent Wealth Partners’s NextEra Energy NEE Stock Holding History

Precedent Wealth 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	$1.89M	Buy	+25,003	New	+$2.11M	0.29%	94

Other funds holding NEE

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 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

Precedent Wealth Partners's NEE Position: Q3 2026 in Review

Precedent Wealth Partners opened a new position in NextEra Energy (NEE) in Q3 2026: 25,003 shares worth $1.89M. The stake represents 0.29% of the portfolio and ranks #94 among its holdings.

2,220 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Precedent Wealth Partners held 25,003 shares of NextEra Energy worth $1.89M as of Q3 2026.
NextEra Energy was a new Precedent Wealth Partners position in Q3 2026.
NextEra Energy made up 0.29% of Precedent Wealth Partners's portfolio in Q3 2026, its #94 holding.
2,220 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

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