Sound Stewardship’s NextEra Energy NEE Stock Holding History

Sound Stewardship’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	$416K	Sell	5,491 -55	-1%	-$4.65K	0.17%	51
2026 Q2	$487K	Sell	5,546 -72	-1%	-$6.51K	0.2%	46
2026 Q1	$522K	Sell	5,618 -108	-2%	-$9.6K	0.24%	41
2025 Q4	$460K	Sell	5,726 -18	-0.3%	-$1.49K	0.22%	44
2025 Q3	$434K	Sell	5,744 -210	-4%	-$15.3K	0.21%	47
2025 Q2	$413K	Sell	5,954 -18	-0.3%	-$1.25K	0.21%	45
2025 Q1	$423K	Sell	5,972 -359	-6%	-$25.3K	0.24%	41
2024 Q4	$454K	Sell	6,331 -40	-0.6%	-$3.11K	0.27%	40
2024 Q3	$539K	Sell	6,371 -312	-5%	-$24.3K	0.3%	40
2024 Q2	$473K	Hold	6,683	–	–	0.29%	40
2024 Q1	$427K	Sell	6,683 -214	-3%	-$12.5K	0.26%	43
2023 Q4	$419K	Sell	6,897 -484	-7%	-$27.6K	0.28%	48
2023 Q3	$423K	Hold	7,381	–	–	0.28%	47
2023 Q2	$548K	Sell	7,381 -230	-3%	-$17.4K	0.36%	46
2023 Q1	$587K	Hold	7,611	–	–	0.39%	41
2022 Q4	$636K	Buy	+7,611	New	+$615K	0.47%	39

Other funds holding NEE

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 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

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Sound Stewardship's NEE Position: Q3 2026 in Review

Sound Stewardship reduced its NextEra Energy (NEE) stake by 0.99% in Q3 2026, selling an estimated $4.65K and leaving 5,491 shares worth $416K. The position accounts for 0.17% of the portfolio, ranked #51.

Sound Stewardship first reported a position in NEE in Q4 2022 and has held it in 16 quarters since. The position peaked at $636K in Q4 2022. 337 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Sound Stewardship held 5,491 shares of NextEra Energy worth $416K as of Q3 2026.
Sound Stewardship sold 55 NextEra Energy shares in Q3 2026, an estimated $4.65K.
NextEra Energy made up 0.17% of Sound Stewardship's portfolio in Q3 2026, its #51 holding.
Sound Stewardship first reported a position in NextEra Energy in Q4 2022 and has held it in 16 quarters since.
Sound Stewardship's NextEra Energy position peaked at $636K in Q4 2022.
337 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Sound Stewardship's 13F filing for Q3 2026, filed 14 Oct 2026.