PUREfi Wealth’s NextEra Energy NEE Stock Holding History

PUREfi Wealth’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	$750K	Sell	9,908 -1,617	-14%	-$137K	0.35%	69
2026 Q2	$1.01M	Sell	11,525 -1,069	-8%	-$96.7K	0.56%	45
2026 Q1	$1.17M	Buy	12,594 +107	+0.9%	+$9.5K	0.77%	30
2025 Q4	$1M	Sell	12,487 -1,088	-8%	-$90.1K	0.77%	29
2025 Q3	$1.02M	Buy	13,575 +744	+6%	+$54.4K	0.79%	31
2025 Q2	$891K	Buy	12,831 +2,698	+27%	+$187K	0.71%	33
2025 Q1	$718K	Buy	10,133 +4,215	+71%	+$298K	0.72%	33
2024 Q4	$424K	Buy	+5,918	New	+$460K	0.42%	65

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 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

PUREfi Wealth's NEE Position: Q3 2026 in Review

PUREfi Wealth reduced its NextEra Energy (NEE) stake by 14% in Q3 2026, selling an estimated $137K and leaving 9,908 shares worth $750K. The position accounts for 0.35% of the portfolio, ranked #69.

PUREfi Wealth first reported a position in NEE in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.17M in Q1 2026. 884 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

PUREfi Wealth held 9,908 shares of NextEra Energy worth $750K as of Q3 2026.
PUREfi Wealth sold 1,617 NextEra Energy shares in Q3 2026, an estimated $137K.
NextEra Energy made up 0.35% of PUREfi Wealth's portfolio in Q3 2026, its #69 holding.
PUREfi Wealth first reported a position in NextEra Energy in Q4 2024 and has held it in 8 quarters since.
PUREfi Wealth's NextEra Energy position peaked at $1.17M in Q1 2026.
884 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.