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S.E.E.D. Planning Group’s NextEra Energy NEE Stock Holding History

S.E.E.D. Planning Group’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 		$13.2M Buy
173,654
+11,771
+7% +$996K 3.22% 12
2026
Q2 		$14.2M Buy
161,883
+13,255
+9% +$1.2M 3.75% 6
2026
Q1 		$13.8M Sell
148,628
-20,822
-12% -$1.85M 4.01% 4
2025
Q4 		$13.6M Sell
169,450
-4,284
-2% -$355K 3.88% 7
2025
Q3 		$13.1M Buy
173,734
+2,476
+1% +$181K 3.82% 9
2025
Q2 		$11.9M Buy
171,258
+3,287
+2% +$228K 3.73% 9
2025
Q1 		$11.9M Buy
167,971
+12,913
+8% +$911K 4.01% 4
2024
Q4 		$11.1M Buy
155,058
+15,138
+11% +$1.18M 3.71% 8
2024
Q3 		$11.8M Sell
139,920
-22,102
-14% -$1.72M 3.92% 4
2024
Q2 		$11.5M Sell
162,022
-12,249
-7% -$869K 4.17% 3
2024
Q1 		$11.1M Buy
174,271
+24,659
+16% +$1.44M 4.07% 3
2023
Q4 		$9.09M Buy
149,612
+26,236
+21% +$1.5M 3.66% 8
2023
Q3 		$7.07M Buy
123,376
+12,993
+12% +$899K 2.73% 16
2023
Q2 		$8.19M Buy
110,383
+8,323
+8% +$630K 2.87% 8
2023
Q1 		$7.87M Buy
102,060
+13,477
+15% +$1.04M 3.04% 10
2022
Q4 		$7.41M Buy
88,583
+2,831
+3% +$229K 3.21% 8
2022
Q3 		$6.72M Sell
85,752
-5,408
-6% -$459K 3.14% 7
2022
Q2 		$7.06M Buy
91,160
+15,289
+20% +$1.16M 3.2% 7
2022
Q1 		$6.43M Buy
75,871
+13,284
+21% +$1.06M 2.74% 11
2021
Q4 		$5.84M Sell
62,587
-2,235
-3% -$193K 2.54% 9
2021
Q3 		$5.09M Buy
64,822
+10,848
+20% +$875K 2.4% 12
2021
Q2 		$3.96M Buy
53,974
+2,666
+5% +$200K 1.95% 22
2021
Q1 		$3.88M Buy
51,308
+11,914
+30% +$930K 2.13% 18
2020
Q4 		$3.04M Sell
39,394
-2,910
-7% -$218K 1.82% 28
2020
Q3 		$2.94M Sell
42,304
-4,512
-10% -$312K 2.15% 19
2020
Q2 		$2.81M Sell
46,816
-1,328
-3% -$79.5K 2.2% 23
2020
Q1 		$2.9M Buy
48,144
+38,956
+424% +$2.45M 2.81% 11
2019
Q4 		$556K Buy
+9,188
New +$536K 0.48% 40

Other funds holding NEE

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
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
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

S.E.E.D. Planning Group's NEE Position: Q3 2026 in Review

S.E.E.D. Planning Group increased its NextEra Energy (NEE) stake by 7.3% in Q3 2026, buying an estimated $996K and bringing the position to 173,654 shares worth $13.2M. The position accounts for 3.22% of the portfolio, ranked #12.

S.E.E.D. Planning Group first reported a position in NEE in Q4 2019 and has held it in 28 quarters since. The position peaked at $14.2M in Q2 2026. 111 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • S.E.E.D. Planning Group held 173,654 shares of NextEra Energy worth $13.2M as of Q3 2026.
  • S.E.E.D. Planning Group bought 11,771 NextEra Energy shares in Q3 2026, an estimated $996K.
  • NextEra Energy made up 3.22% of S.E.E.D. Planning Group's portfolio in Q3 2026, its #12 holding.
  • S.E.E.D. Planning Group first reported a position in NextEra Energy in Q4 2019 and has held it in 28 quarters since.
  • S.E.E.D. Planning Group's NextEra Energy position peaked at $14.2M in Q2 2026.
  • 111 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.