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Retirement Wealth Solutions’s NextEra Energy NEE Stock Holding History

Retirement Wealth Solutions’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 		$7.5K Sell
99
-13
-12% -$1.1K ﹤0.01% 306
2026
Q2 		$9.83K Buy
112
+1
+0.9% +$90 0.01% 231
2026
Q1 		$10.3K Buy
111
+41
+59% +$3.65K 0.01% 208
2025
Q4 		$5.62K Buy
70
+3
+4% +$248 ﹤0.01% 294
2025
Q3 		$5.06K Buy
+67
New +$4.89K ﹤0.01% 305

Other funds holding NEE

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Retirement Wealth Solutions's NEE Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its NextEra Energy (NEE) stake by 12% in Q3 2026, selling an estimated $1.1K and leaving 99 shares worth $7.5K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Retirement Wealth Solutions first reported a position in NEE in Q3 2025 and has held it in 5 quarters since. The position peaked at $10.3K in Q1 2026. 155 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Retirement Wealth Solutions held 99 shares of NextEra Energy worth $7.5K as of Q3 2026.
  • Retirement Wealth Solutions sold 13 NextEra Energy shares in Q3 2026, an estimated $1.1K.
  • NextEra Energy made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #306 holding.
  • Retirement Wealth Solutions first reported a position in NextEra Energy in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's NextEra Energy position peaked at $10.3K in Q1 2026.
  • 155 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.