Revisor Wealth Management
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Revisor Wealth Management’s NextEra Energy NEE Stock Holding History

Revisor Wealth Management’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 		$364K Sell
4,596
-327
-7% -$27.7K 0.09% 235
2026
Q2 		$432K Sell
4,923
-531
-10% -$48K 0.1% 213
2026
Q1 		$503K Buy
5,454
+559
+11% +$49.7K 0.14% 162
2025
Q4 		$413K Sell
4,895
-262
-5% -$21.7K 0.11% 188
2025
Q3 		$430K Sell
5,157
-1,490
-22% -$109K 0.15% 152
2025
Q2 		$496K Buy
6,647
+299
+5% +$20.8K 0.18% 137
2025
Q1 		$450K Buy
6,348
+3,481
+121% +$246K 0.2% 127
2024
Q4 		$205K Sell
2,867
-602
-17% -$46.8K 0.19% 119
2024
Q3 		$293K Sell
3,469
-388
-10% -$30.3K 0.18% 129
2024
Q2 		$273K Sell
3,857
-2,454
-39% -$174K 0.19% 128
2024
Q1 		$394K Buy
6,311
+2,369
+60% +$139K 0.18% 140
2023
Q4 		$239K Sell
3,942
-1,077
-21% -$61.4K 0.28% 108
2023
Q3 		$288K Buy
5,019
+1,681
+50% +$116K 0.24% 109
2023
Q2 		$248K Buy
3,338
+202
+6% +$15.3K 0.22% 137
2023
Q1 		$242K Buy
+3,136
New +$241K 0.22% 138

Other funds holding NEE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Revisor Wealth Management's NEE Position: Q3 2026 in Review

Revisor Wealth Management reduced its NextEra Energy (NEE) stake by 6.6% in Q3 2026, selling an estimated $27.7K and leaving 4,596 shares worth $364K. The position accounts for 0.09% of the portfolio, ranked #235.

Revisor Wealth Management first reported a position in NEE in Q1 2023 and has held it in 15 quarters since. The position peaked at $503K in Q1 2026. 1,856 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Revisor Wealth Management held 4,596 shares of NextEra Energy worth $364K as of Q3 2026.
  • Revisor Wealth Management sold 327 NextEra Energy shares in Q3 2026, an estimated $27.7K.
  • NextEra Energy made up 0.09% of Revisor Wealth Management's portfolio in Q3 2026, its #235 holding.
  • Revisor Wealth Management first reported a position in NextEra Energy in Q1 2023 and has held it in 15 quarters since.
  • Revisor Wealth Management's NextEra Energy position peaked at $503K in Q1 2026.
  • 1,856 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Revisor Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.