Prudent Man Advisors
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Prudent Man Advisors’s NextEra Energy NEE Stock Holding History

Prudent Man Advisors’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 		$809K Sell
10,677
-335
-3% -$28.3K 0.19% 91
2026
Q2 		$967K Buy
11,012
+1,126
+11% +$102K 0.22% 86
2026
Q1 		$918K Buy
9,886
+1,540
+18% +$137K 0.28% 79
2025
Q4 		$670K Sell
8,346
-13,330
-61% -$1.1M 0.24% 82
2025
Q3 		$1.64M Sell
21,676
-6,939
-24% -$507K 0.6% 35
2025
Q2 		$1.99M Buy
28,615
+4,234
+17% +$294K 0.63% 30
2025
Q1 		$1.73M Buy
24,381
+1,031
+4% +$72.8K 0.63% 29
2024
Q4 		$1.67M Sell
23,350
-1,579
-6% -$123K 0.61% 27
2024
Q3 		$2.11M Buy
24,929
+515
+2% +$40.2K 0.7% 23
2024
Q2 		$1.73M Buy
24,414
+980
+4% +$69.5K 0.61% 29
2024
Q1 		$1.5M Sell
23,434
-667
-3% -$39.1K 0.56% 33
2023
Q4 		$1.46M Buy
24,101
+3,574
+17% +$204K 0.55% 32
2023
Q3 		$1.18M Sell
20,527
-193
-0.9% -$13.4K 0.47% 43
2023
Q2 		$1.54M Sell
20,720
-245
-1% -$18.5K 0.58% 31
2023
Q1 		$1.62M Sell
20,965
-307
-1% -$23.6K 0.63% 24
2022
Q4 		$1.78M Buy
21,272
+2,272
+12% +$184K 0.72% 23
2022
Q3 		$1.49M Buy
19,000
+218
+1% +$18.5K 0.71% 20
2022
Q2 		$1.46M Sell
18,782
-225
-1% -$17.1K 0.68% 21
2022
Q1 		$1.61M Sell
19,007
-587
-3% -$47K 0.65% 24
2021
Q4 		$1.83M Sell
19,594
-1,876
-9% -$162K 0.7% 25
2021
Q3 		$1.69M Sell
21,470
-106
-0.5% -$8.55K 0.64% 28
2021
Q2 		$1.58M Buy
21,576
+401
+2% +$30.1K 0.61% 31
2021
Q1 		$1.6M Buy
21,175
+757
+4% +$59.1K 0.67% 26
2020
Q4 		$1.58M Sell
20,418
-254
-1% -$19K 0.66% 25
2020
Q3 		$1.43M Sell
20,672
-2,676
-11% -$185K 0.76% 22
2020
Q2 		$1.4M Buy
+23,348
New +$1.4M 1.24% 14

Other funds holding NEE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Prudent Man Advisors's NEE Position: Q3 2026 in Review

Prudent Man Advisors reduced its NextEra Energy (NEE) stake by 3% in Q3 2026, selling an estimated $28.3K and leaving 10,677 shares worth $809K. The position accounts for 0.19% of the portfolio, ranked #91.

Prudent Man Advisors first reported a position in NEE in Q2 2020 and has held it in 26 quarters since. The position peaked at $2.11M in Q3 2024. 2,591 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Prudent Man Advisors held 10,677 shares of NextEra Energy worth $809K as of Q3 2026.
  • Prudent Man Advisors sold 335 NextEra Energy shares in Q3 2026, an estimated $28.3K.
  • NextEra Energy made up 0.19% of Prudent Man Advisors's portfolio in Q3 2026, its #91 holding.
  • Prudent Man Advisors first reported a position in NextEra Energy in Q2 2020 and has held it in 26 quarters since.
  • Prudent Man Advisors's NextEra Energy position peaked at $2.11M in Q3 2024.
  • 2,591 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Prudent Man Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.