StackStone Wealth’s NextEra Energy NEE Stock Holding History

StackStone Wealth’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	$10.8M	Buy	+142,450	New	+$12M	1.06%	25

Other funds holding NEE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

StackStone Wealth's NEE Position: Q3 2026 in Review

StackStone Wealth opened a new position in NextEra Energy (NEE) in Q3 2026: 142,450 shares worth $10.8M. The stake represents 1.06% of the portfolio and ranks #25 among its holdings.

1,199 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

StackStone Wealth held 142,450 shares of NextEra Energy worth $10.8M as of Q3 2026.
NextEra Energy was a new StackStone Wealth position in Q3 2026.
NextEra Energy made up 1.06% of StackStone Wealth's portfolio in Q3 2026, its #25 holding.
1,199 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.