Spectrum Wealth Advisory Group’s NextEra Energy NEE Stock Holding History

Spectrum Wealth Advisory 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	$394K	Hold	5,200	–	–	0.11%	51
2026 Q2	$456K	Sell	5,200 -35	-0.7%	-$3.17K	0.13%	55
2026 Q1	$486K	Buy	5,235 +35	+0.7%	+$3.11K	0.18%	43
2025 Q4	$417K	Hold	5,200	–	–	0.15%	45
2025 Q3	$393K	Sell	5,200 -1	-0%	-$73	0.16%	47
2025 Q2	$361K	Buy	5,201 +1	+0%	+$69	0.17%	47
2025 Q1	$369K	Hold	5,200	–	–	0.18%	40
2024 Q4	$373K	Buy	+5,200	New	+$404K	0.18%	40

Other funds holding NEE

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

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

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Spectrum Wealth Advisory Group's NEE Position: Q3 2026 in Review

Spectrum Wealth Advisory Group held its NextEra Energy (NEE) position steady in Q3 2026 at 5,200 shares worth $394K. The position accounts for 0.11% of the portfolio, ranked #51.

Spectrum Wealth Advisory Group first reported a position in NEE in Q4 2024 and has held it in 8 quarters since. The position peaked at $486K in Q1 2026. 2,168 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Spectrum Wealth Advisory Group held 5,200 shares of NextEra Energy worth $394K as of Q3 2026.
Spectrum Wealth Advisory Group left its NextEra Energy share count unchanged in Q3 2026.
NextEra Energy made up 0.11% of Spectrum Wealth Advisory Group's portfolio in Q3 2026, its #51 holding.
Spectrum Wealth Advisory Group first reported a position in NextEra Energy in Q4 2024 and has held it in 8 quarters since.
Spectrum Wealth Advisory Group's NextEra Energy position peaked at $486K in Q1 2026.
2,168 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q3 2026, filed 29 Oct 2026.