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Tilia Fiduciary Partners’s NextEra Energy NEE Stock Holding History

Tilia Fiduciary Partners’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 		$2.91M Buy
38,428
+1,913
+5% +$162K 1.34% 26
2026
Q2 		$3.2M Buy
36,515
+1,597
+5% +$144K 1.52% 17
2026
Q1 		$3.24M Buy
34,918
+1,569
+5% +$139K 1.78% 16
2025
Q4 		$2.68M Buy
33,349
+1,530
+5% +$127K 1.48% 19
2025
Q3 		$2.4M Buy
31,819
+938
+3% +$68.5K 1.39% 25
2025
Q2 		$2.14M Buy
30,881
+2,113
+7% +$147K 1.31% 33
2025
Q1 		$2.04M Buy
+28,768
New +$2.03M 1.36% 30
2023
Q3 		– Sell
-1,354
Closed -$100K – 335
2023
Q2 		$100K Sell
1,354
-44
-3% -$3.33K 0.09% 133
2023
Q1 		$108K Sell
1,398
-534
-28% -$41.1K 0.1% 130
2022
Q4 		$162K Buy
1,932
+9
+0.5% +$727 0.16% 108
2022
Q3 		$146K Buy
1,923
+8
+0.4% +$679 0.15% 107
2022
Q2 		$153K Buy
1,915
+10
+0.5% +$761 0.15% 109
2022
Q1 		$161K Buy
1,905
+9
+0.5% +$721 0.14% 118
2021
Q4 		$177K Buy
+1,896
New +$164K 0.14% 108

Other funds holding NEE

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

Tilia Fiduciary Partners's NEE Position: Q3 2026 in Review

Tilia Fiduciary Partners increased its NextEra Energy (NEE) stake by 5.2% in Q3 2026, buying an estimated $162K and bringing the position to 38,428 shares worth $2.91M. The position accounts for 1.34% of the portfolio, ranked #26.

Tilia Fiduciary Partners first reported a position in NEE in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.24M in Q1 2026. 137 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Tilia Fiduciary Partners held 38,428 shares of NextEra Energy worth $2.91M as of Q3 2026.
  • Tilia Fiduciary Partners bought 1,913 NextEra Energy shares in Q3 2026, an estimated $162K.
  • NextEra Energy made up 1.34% of Tilia Fiduciary Partners's portfolio in Q3 2026, its #26 holding.
  • Tilia Fiduciary Partners first reported a position in NextEra Energy in Q4 2021 and has held it in 14 quarters since.
  • Tilia Fiduciary Partners's NextEra Energy position peaked at $3.24M in Q1 2026.
  • 137 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2026, filed 9 Oct 2026.