Third View Private Wealth
NEE icon

Third View Private Wealth’s NextEra Energy NEE Stock Holding History

Third View Private 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 		$424K Buy
5,598
+675
+14% +$57.1K 0.05% 195
2026
Q2 		$432K Buy
4,923
+567
+13% +$51.3K 0.05% 202
2026
Q1 		$405K Buy
4,356
+1,001
+30% +$89K 0.06% 191
2025
Q4 		$269K Buy
+3,355
New +$278K 0.04% 243

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Third View Private Wealth's NEE Position: Q3 2026 in Review

Third View Private Wealth increased its NextEra Energy (NEE) stake by 14% in Q3 2026, buying an estimated $57.1K and bringing the position to 5,598 shares worth $424K. The position accounts for 0.05% of the portfolio, ranked #195.

Third View Private Wealth first reported a position in NEE in Q4 2025 and has held it in 4 quarters since. The position peaked at $432K in Q2 2026. 1,733 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Third View Private Wealth held 5,598 shares of NextEra Energy worth $424K as of Q3 2026.
  • Third View Private Wealth bought 675 NextEra Energy shares in Q3 2026, an estimated $57.1K.
  • NextEra Energy made up 0.05% of Third View Private Wealth's portfolio in Q3 2026, its #195 holding.
  • Third View Private Wealth first reported a position in NextEra Energy in Q4 2025 and has held it in 4 quarters since.
  • Third View Private Wealth's NextEra Energy position peaked at $432K in Q2 2026.
  • 1,733 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.