Quantum Financial Partners
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Quantum Financial Partners’s NextEra Energy NEE Stock Holding History

Quantum Financial 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 		$469K Buy
6,190
+127
+2% +$10.7K 0.24% 84
2026
Q2 		$532K Buy
+6,063
New +$548K 0.27% 72

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Quantum Financial Partners's NEE Position: Q3 2026 in Review

Quantum Financial Partners increased its NextEra Energy (NEE) stake by 2.1% in Q3 2026, buying an estimated $10.7K and bringing the position to 6,190 shares worth $469K. The position accounts for 0.24% of the portfolio, ranked #84.

Quantum Financial Partners first reported a position in NEE in Q2 2026 and has held it in 2 quarters since. The position peaked at $532K in Q2 2026. 884 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Quantum Financial Partners held 6,190 shares of NextEra Energy worth $469K as of Q3 2026.
  • Quantum Financial Partners bought 127 NextEra Energy shares in Q3 2026, an estimated $10.7K.
  • NextEra Energy made up 0.24% of Quantum Financial Partners's portfolio in Q3 2026, its #84 holding.
  • Quantum Financial Partners first reported a position in NextEra Energy in Q2 2026 and has held it in 2 quarters since.
  • Quantum Financial Partners's NextEra Energy position peaked at $532K in Q2 2026.
  • 884 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.