Thrive Wealth Management
NEE icon

Thrive Wealth Management’s NextEra Energy NEE Stock Holding History

Thrive 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 		$462K Sell
6,105
-18
-0.3% -$1.52K 0.06% 140
2026
Q2 		$537K Sell
6,123
-146
-2% -$13.2K 0.07% 129
2026
Q1 		$582K Buy
6,269
+217
+4% +$19.3K 0.09% 110
2025
Q4 		$486K Buy
6,052
+106
+2% +$8.78K 0.07% 131
2025
Q3 		$449K Buy
5,946
+40
+0.7% +$2.92K 0.07% 134
2025
Q2 		$410K Sell
5,906
-1
-0% -$69 0.07% 143
2025
Q1 		$419K Sell
5,907
-56
-0.9% -$3.95K 0.08% 126
2024
Q4 		$427K Sell
5,963
-42
-0.7% -$3.26K 0.08% 129
2024
Q3 		$508K Sell
6,005
-36
-0.6% -$2.81K 0.09% 114
2024
Q2 		$428K Buy
6,041
+127
+2% +$9.01K 0.08% 129
2024
Q1 		$378K Buy
5,914
+617
+12% +$36.1K 0.08% 138
2023
Q4 		$322K Sell
5,297
-326
-6% -$18.6K 0.07% 138
2023
Q3 		$322K Sell
5,623
-92
-2% -$6.37K 0.09% 124
2023
Q2 		$424K Buy
5,715
+106
+2% +$8.02K 0.11% 106
2023
Q1 		$432K Buy
5,609
+56
+1% +$4.31K 0.11% 109
2022
Q4 		$464K Sell
5,553
-137
-2% -$11.1K 0.13% 95
2022
Q3 		$446K Buy
5,690
+163
+3% +$13.8K 0.16% 88
2022
Q2 		$428K Buy
5,527
+369
+7% +$28.1K 0.15% 85
2022
Q1 		$437K Sell
5,158
-302
-6% -$24.2K 0.13% 94
2021
Q4 		$510K Buy
+5,460
New +$472K 0.17% 70

Other funds holding NEE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

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

Thrive Wealth Management reduced its NextEra Energy (NEE) stake by 0.29% in Q3 2026, selling an estimated $1.52K and leaving 6,105 shares worth $462K. The position accounts for 0.06% of the portfolio, ranked #140.

Thrive Wealth Management first reported a position in NEE in Q4 2021 and has held it in 20 quarters since. The position peaked at $582K in Q1 2026. 822 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Thrive Wealth Management held 6,105 shares of NextEra Energy worth $462K as of Q3 2026.
  • Thrive Wealth Management sold 18 NextEra Energy shares in Q3 2026, an estimated $1.52K.
  • NextEra Energy made up 0.06% of Thrive Wealth Management's portfolio in Q3 2026, its #140 holding.
  • Thrive Wealth Management first reported a position in NextEra Energy in Q4 2021 and has held it in 20 quarters since.
  • Thrive Wealth Management's NextEra Energy position peaked at $582K in Q1 2026.
  • 822 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

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