TrueNorth Wealth & Impact, LLC’s NextEra Energy NEE Stock Holding History

TrueNorth Wealth & Impact, LLC’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	$1.78M	Buy	+23,450	New	+$1.98M	0.68%	34

Other funds holding NEE

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

TrueNorth Wealth & Impact, LLC's NEE Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in NextEra Energy (NEE) in Q3 2026: 23,450 shares worth $1.78M. The stake represents 0.68% of the portfolio and ranks #34 among its holdings.

2,591 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 23,450 shares of NextEra Energy worth $1.78M as of Q3 2026.
NextEra Energy was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
NextEra Energy made up 0.68% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #34 holding.
2,591 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.