Premier Path Wealth Partners
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Premier Path Wealth Partners’s NextEra Energy NEE Stock Holding History

Premier Path 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 		$1.72M Buy
22,644
+57
+0.3% +$4.82K 0.2% 105
2026
Q2 		$1.98M Sell
22,587
-145
-0.6% -$13.1K 0.23% 98
2026
Q1 		$2.11M Buy
22,732
+471
+2% +$41.9K 0.28% 86
2025
Q4 		$1.79M Sell
22,261
-545
-2% -$45.1K 0.23% 93
2025
Q3 		$1.72M Buy
22,806
+30
+0.1% +$2.19K 0.22% 98
2025
Q2 		$1.58M Buy
22,776
+331
+1% +$23K 0.22% 106
2025
Q1 		$1.59M Buy
22,445
+166
+0.7% +$11.7K 0.25% 96
2024
Q4 		$1.6M Sell
22,279
-840
-4% -$65.3K 0.24% 94
2024
Q3 		$1.95M Sell
23,119
-829
-3% -$64.7K 0.31% 79
2024
Q2 		$1.7M Buy
23,948
+4,553
+23% +$323K 0.29% 84
2024
Q1 		$1.24M Buy
19,395
+1,515
+8% +$88.8K 0.23% 111
2023
Q4 		$1.09M Buy
+17,880
New +$1.02M 0.24% 107

Other funds holding NEE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Premier Path Wealth Partners's NEE Position: Q3 2026 in Review

Premier Path Wealth Partners increased its NextEra Energy (NEE) stake by 0.25% in Q3 2026, buying an estimated $4.82K and bringing the position to 22,644 shares worth $1.72M. The position accounts for 0.2% of the portfolio, ranked #105.

Premier Path Wealth Partners first reported a position in NEE in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.11M in Q1 2026. 811 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Premier Path Wealth Partners held 22,644 shares of NextEra Energy worth $1.72M as of Q3 2026.
  • Premier Path Wealth Partners bought 57 NextEra Energy shares in Q3 2026, an estimated $4.82K.
  • NextEra Energy made up 0.2% of Premier Path Wealth Partners's portfolio in Q3 2026, its #105 holding.
  • Premier Path Wealth Partners first reported a position in NextEra Energy in Q4 2023 and has held it in 12 quarters since.
  • Premier Path Wealth Partners's NextEra Energy position peaked at $2.11M in Q1 2026.
  • 811 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.