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

Salvus 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 		$466K Sell
6,157
-23
-0.4% -$1.94K 0.27% 93
2026
Q2 		$542K Buy
+6,180
New +$559K 0.3% 83

Other funds holding NEE

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
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
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
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

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

Salvus Wealth Management reduced its NextEra Energy (NEE) stake by 0.37% in Q3 2026, selling an estimated $1.94K and leaving 6,157 shares worth $466K. The position accounts for 0.27% of the portfolio, ranked #93.

Salvus Wealth Management first reported a position in NEE in Q2 2026 and has held it in 2 quarters since. The position peaked at $542K in Q2 2026. 2,004 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Salvus Wealth Management held 6,157 shares of NextEra Energy worth $466K as of Q3 2026.
  • Salvus Wealth Management sold 23 NextEra Energy shares in Q3 2026, an estimated $1.94K.
  • NextEra Energy made up 0.27% of Salvus Wealth Management's portfolio in Q3 2026, its #93 holding.
  • Salvus Wealth Management first reported a position in NextEra Energy in Q2 2026 and has held it in 2 quarters since.
  • Salvus Wealth Management's NextEra Energy position peaked at $542K in Q2 2026.
  • 2,004 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

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