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Titleist Asset Management’s NextEra Energy NEE Stock Holding History

Titleist Asset 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 		$345K Sell
4,553
-12
-0.3% -$1.01K 0.02% 353
2026
Q2 		$401K Sell
4,565
-1,774
-28% -$160K 0.03% 305
2026
Q1 		$589K Sell
6,339
-66
-1% -$5.87K 0.04% 237
2025
Q4 		$514K Buy
6,405
+416
+7% +$34.5K 0.04% 219
2025
Q3 		$452K Sell
5,989
-220
-4% -$16.1K 0.04% 213
2025
Q2 		$431K Buy
6,209
+71
+1% +$4.93K 0.04% 219
2025
Q1 		$435K Sell
6,138
-308
-5% -$21.7K 0.05% 203
2024
Q4 		$462K Sell
6,446
-4,212
-40% -$327K 0.05% 203
2024
Q3 		$901K Buy
10,658
+415
+4% +$32.4K 0.13% 125
2024
Q2 		$725K Buy
10,243
+3,367
+49% +$239K 0.11% 131
2024
Q1 		$439K Sell
6,876
-4,320
-39% -$253K 0.08% 170
2023
Q4 		$680K Buy
+11,196
New +$638K 0.13% 122

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
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 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

Titleist Asset Management's NEE Position: Q3 2026 in Review

Titleist Asset Management reduced its NextEra Energy (NEE) stake by 0.26% in Q3 2026, selling an estimated $1.01K and leaving 4,553 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #353.

Titleist Asset Management first reported a position in NEE in Q4 2023 and has held it in 12 quarters since. The position peaked at $901K in Q3 2024. 155 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Titleist Asset Management held 4,553 shares of NextEra Energy worth $345K as of Q3 2026.
  • Titleist Asset Management sold 12 NextEra Energy shares in Q3 2026, an estimated $1.01K.
  • NextEra Energy made up 0.02% of Titleist Asset Management's portfolio in Q3 2026, its #353 holding.
  • Titleist Asset Management first reported a position in NextEra Energy in Q4 2023 and has held it in 12 quarters since.
  • Titleist Asset Management's NextEra Energy position peaked at $901K in Q3 2024.
  • 155 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Titleist Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.