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

Spire 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 		$3.09M Buy
40,855
+5,115
+14% +$433K 0.09% 196
2026
Q2 		$3.14M Sell
35,740
-5,196
-13% -$470K 0.09% 189
2026
Q1 		$3.8M Buy
40,936
+6,133
+18% +$545K 0.13% 160
2025
Q4 		$2.79M Sell
34,803
-1,389
-4% -$115K 0.09% 196
2025
Q3 		$2.73M Sell
36,192
-62,674
-63% -$4.58M 0.09% 183
2025
Q2 		$6.73M Sell
98,866
-50,979
-34% -$3.54M 0.24% 85
2025
Q1 		$10.6M Sell
149,845
-9,923
-6% -$700K 0.34% 64
2024
Q4 		$11.5M Buy
159,768
+3,824
+2% +$297K 0.36% 59
2024
Q3 		$13.2M Buy
155,944
+27,326
+21% +$2.13M 0.44% 46
2024
Q2 		$9.1M Sell
128,618
-10,589
-8% -$751K 0.32% 66
2024
Q1 		$17M Sell
139,207
-2,775
-2% -$163K 0.31% 74
2023
Q4 		$8.13M Buy
141,982
+13,262
+10% +$756K 0.27% 79
2023
Q3 		$7.37M Sell
128,720
-34,345
-21% -$2.38M 0.28% 73
2023
Q2 		$12.1M Sell
163,065
-43,935
-21% -$3.33M 0.45% 49
2023
Q1 		$16M Buy
207,000
+37,422
+22% +$2.88M 0.62% 29
2022
Q4 		$14.2M Buy
169,578
+1,350
+0.8% +$109K 0.8% 26
2022
Q3 		$13.2M Sell
168,228
-63,983
-28% -$5.43M 0.8% 26
2022
Q2 		$18M Sell
232,211
-70,456
-23% -$5.36M 0.74% 24
2022
Q1 		$25.7M Sell
302,667
-40,586
-12% -$3.25M 0.69% 27
2021
Q4 		$32M Buy
343,253
+4,805
+1% +$415K 0.71% 24
2021
Q3 		$26.6M Sell
338,448
-471
-0.1% -$38K 0.7% 26
2021
Q2 		$24.8M Sell
338,919
-7,870
-2% -$591K 0.67% 27
2021
Q1 		$26M Buy
+346,789
New +$27.1M 0.69% 25

Other funds holding NEE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
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

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

Spire Wealth Management increased its NextEra Energy (NEE) stake by 14% in Q3 2026, buying an estimated $433K and bringing the position to 40,855 shares worth $3.09M. The position accounts for 0.09% of the portfolio, ranked #196.

Spire Wealth Management first reported a position in NEE in Q1 2021 and has held it in 23 quarters since. The position peaked at $32M in Q4 2021. 2,591 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Spire Wealth Management held 40,855 shares of NextEra Energy worth $3.09M as of Q3 2026.
  • Spire Wealth Management bought 5,115 NextEra Energy shares in Q3 2026, an estimated $433K.
  • NextEra Energy made up 0.09% of Spire Wealth Management's portfolio in Q3 2026, its #196 holding.
  • Spire Wealth Management first reported a position in NextEra Energy in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's NextEra Energy position peaked at $32M in Q4 2021.
  • 2,591 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.