TVPW
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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Third View Private Wealth's NEE Position: Q2 2026 in Review

Third View Private Wealth increased its NextEra Energy (NEE) stake by 13% in Q2 2026, buying an estimated $51.3K and bringing the position to 4,923 shares worth $432K. The position accounts for 0.05% of the portfolio, ranked #202.

Third View Private Wealth first reported a position in NEE in Q4 2025 and has held it in 3 quarters since. 1,977 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

  • Third View Private Wealth held 4,923 shares of NextEra Energy worth $432K as of Q2 2026.
  • Third View Private Wealth bought 567 NextEra Energy shares in Q2 2026, an estimated $51.3K.
  • NextEra Energy made up 0.05% of Third View Private Wealth's portfolio in Q2 2026, its #202 holding.
  • Third View Private Wealth first reported a position in NextEra Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,977 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.