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

Root 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 		$179K Sell
2,367
-512
-18% -$43.3K 0.01% 485
2026
Q2 		$253K Buy
2,879
+870
+43% +$78.7K 0.01% 326
2026
Q1 		$187K Buy
2,009
+307
+18% +$27.3K 0.01% 347
2025
Q4 		$137K Sell
1,702
-810
-32% -$67.1K 0.01% 368
2025
Q3 		$190K Buy
+2,512
New +$184K 0.01% 289

Other funds holding NEE

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

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

Root Financial Partners reduced its NextEra Energy (NEE) stake by 18% in Q3 2026, selling an estimated $43.3K and leaving 2,367 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #485.

Root Financial Partners first reported a position in NEE in Q3 2025 and has held it in 5 quarters since. The position peaked at $253K in Q2 2026. 2,280 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Root Financial Partners held 2,367 shares of NextEra Energy worth $179K as of Q3 2026.
  • Root Financial Partners sold 512 NextEra Energy shares in Q3 2026, an estimated $43.3K.
  • NextEra Energy made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #485 holding.
  • Root Financial Partners first reported a position in NextEra Energy in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's NextEra Energy position peaked at $253K in Q2 2026.
  • 2,280 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.