Proactive Wealth Strategies’s NextEra Energy NEE Stock Holding History

Proactive Wealth Strategies’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	$1.06M	Buy	14,030 +96	+0.7%	+$8.12K	0.16%	112
2026 Q2	$1.22M	Sell	13,934 -749	-5%	-$67.8K	0.2%	103
2026 Q1	$1.36M	Buy	14,683 +7,390	+101%	+$657K	0.26%	91
2025 Q4	$585K	Sell	7,293 -850	-10%	-$70.4K	0.23%	90
2025 Q3	$615K	Sell	8,143 -36	-0.4%	-$2.63K	0.26%	80
2025 Q2	$568K	Buy	8,179 +61	+0.8%	+$4.24K	0.27%	82
2025 Q1	$575K	Sell	8,118 -349	-4%	-$24.6K	0.31%	76
2024 Q4	$607K	Buy	8,467 +58	+0.7%	+$4.51K	0.32%	76
2024 Q3	$711K	Buy	+8,409	New	+$656K	0.39%	64

Other funds holding NEE

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

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

Proactive Wealth Strategies's NEE Position: Q3 2026 in Review

Proactive Wealth Strategies increased its NextEra Energy (NEE) stake by 0.69% in Q3 2026, buying an estimated $8.12K and bringing the position to 14,030 shares worth $1.06M. The position accounts for 0.16% of the portfolio, ranked #112.

Proactive Wealth Strategies first reported a position in NEE in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.36M in Q1 2026. 2,427 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Proactive Wealth Strategies held 14,030 shares of NextEra Energy worth $1.06M as of Q3 2026.
Proactive Wealth Strategies bought 96 NextEra Energy shares in Q3 2026, an estimated $8.12K.
NextEra Energy made up 0.16% of Proactive Wealth Strategies's portfolio in Q3 2026, its #112 holding.
Proactive Wealth Strategies first reported a position in NextEra Energy in Q3 2024 and has held it in 9 quarters since.
Proactive Wealth Strategies's NextEra Energy position peaked at $1.36M in Q1 2026.
2,427 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.