Sendero Wealth Management’s NextEra Energy NEE Stock Holding History

Sendero 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	$213K	Sell	2,811 -137	-5%	-$11.6K	0.02%	205
2026 Q2	$259K	Sell	2,948 -36	-1%	-$3.26K	0.03%	199
2026 Q1	$277K	Buy	2,984 +93	+3%	+$8.27K	0.03%	185
2025 Q4	$232K	Buy	2,891 +132	+5%	+$10.9K	0.03%	190
2025 Q3	$208K	Buy	+2,759	New	+$202K	0.02%	186
2025 Q2	–	Sell	-2,897	Closed	-$205K	–	194
2025 Q1	$205K	Buy	+2,897	New	+$204K	0.03%	178
2024 Q4	–	Sell	-2,448	Closed	-$207K	–	163
2024 Q3	$207K	Buy	+2,448	New	+$191K	0.03%	154

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

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

Sendero Wealth Management reduced its NextEra Energy (NEE) stake by 4.6% in Q3 2026, selling an estimated $11.6K and leaving 2,811 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #205.

Sendero Wealth Management first reported a position in NEE in Q3 2024 and has held it in 7 quarters since. The position peaked at $277K in Q1 2026. 2,591 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Sendero Wealth Management held 2,811 shares of NextEra Energy worth $213K as of Q3 2026.
Sendero Wealth Management sold 137 NextEra Energy shares in Q3 2026, an estimated $11.6K.
NextEra Energy made up 0.02% of Sendero Wealth Management's portfolio in Q3 2026, its #205 holding.
Sendero Wealth Management first reported a position in NextEra Energy in Q3 2024 and has held it in 7 quarters since.
Sendero Wealth Management's NextEra Energy position peaked at $277K in Q1 2026.
2,591 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.