Stiles Financial Services
NEE icon

Stiles Financial Services’s NextEra Energy NEE Stock Holding History

Stiles Financial Services’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 		$2.28M Sell
30,073
-484
-2% -$40.9K 0.58% 53
2026
Q2 		$2.68M Sell
30,557
-186
-0.6% -$16.8K 0.67% 47
2026
Q1 		$2.86M Sell
30,743
-416
-1% -$37K 0.87% 36
2025
Q4 		$2.5M Sell
31,159
-1,914
-6% -$159K 0.77% 43
2025
Q3 		$2.5M Sell
33,073
-318
-1% -$23.2K 0.79% 39
2025
Q2 		$2.32M Sell
33,391
-827
-2% -$57.4K 0.8% 45
2025
Q1 		$2.43M Sell
34,218
-1,393
-4% -$98.3K 0.93% 34
2024
Q4 		$2.55M Sell
35,611
-205
-0.6% -$15.9K 0.92% 33
2024
Q3 		$3.03M Buy
35,816
+1
+0% +$78 1.07% 28
2024
Q2 		$2.54M Buy
35,815
+212
+0.6% +$15K 0.98% 32
2024
Q1 		$2.28M Buy
35,603
+423
+1% +$24.8K 0.91% 34
2023
Q4 		$2.14M Buy
35,180
+2,899
+9% +$165K 0.97% 33
2023
Q3 		$1.85M Sell
32,281
-118
-0.4% -$8.17K 0.96% 31
2023
Q2 		$2.4M Sell
32,399
-45
-0.1% -$3.41K 1.19% 22
2023
Q1 		$2.5M Buy
32,444
+1,255
+4% +$96.5K 1.34% 18
2022
Q4 		$2.61M Buy
31,189
+460
+1% +$37.2K 1.49% 19
2022
Q3 		$2.41M Buy
30,729
+1,765
+6% +$150K 1.46% 16
2022
Q2 		$2.24M Buy
28,964
+860
+3% +$65.5K 1.35% 20
2022
Q1 		$2.39M Buy
28,104
+670
+2% +$53.7K 1.2% 21
2021
Q4 		$2.56M Buy
+27,434
New +$2.37M 1.23% 20

Other funds holding NEE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Stiles Financial Services's NEE Position: Q3 2026 in Review

Stiles Financial Services reduced its NextEra Energy (NEE) stake by 1.6% in Q3 2026, selling an estimated $40.9K and leaving 30,073 shares worth $2.28M. The position accounts for 0.58% of the portfolio, ranked #53.

Stiles Financial Services first reported a position in NEE in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.03M in Q3 2024. 1,786 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Stiles Financial Services held 30,073 shares of NextEra Energy worth $2.28M as of Q3 2026.
  • Stiles Financial Services sold 484 NextEra Energy shares in Q3 2026, an estimated $40.9K.
  • NextEra Energy made up 0.58% of Stiles Financial Services's portfolio in Q3 2026, its #53 holding.
  • Stiles Financial Services first reported a position in NextEra Energy in Q4 2021 and has held it in 20 quarters since.
  • Stiles Financial Services's NextEra Energy position peaked at $3.03M in Q3 2024.
  • 1,786 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.