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Todd Wealth Management’s NextEra Energy NEE Stock Holding History

Todd 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 		$231K Buy
3,047
+8
+0.3% +$677 0.18% 96
2026
Q2 		$267K Buy
3,039
+58
+2% +$5.25K 0.2% 89
2026
Q1 		$277K Hold
2,981
– – 0.25% 83
2025
Q4 		$239K Buy
+2,981
New +$247K 0.22% 84

Other funds holding NEE

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 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

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

Todd Wealth Management increased its NextEra Energy (NEE) stake by 0.26% in Q3 2026, buying an estimated $677 and bringing the position to 3,047 shares worth $231K. The position accounts for 0.18% of the portfolio, ranked #96.

Todd Wealth Management first reported a position in NEE in Q4 2025 and has held it in 4 quarters since. The position peaked at $277K in Q1 2026. 1,340 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Todd Wealth Management held 3,047 shares of NextEra Energy worth $231K as of Q3 2026.
  • Todd Wealth Management bought 8 NextEra Energy shares in Q3 2026, an estimated $677.
  • NextEra Energy made up 0.18% of Todd Wealth Management's portfolio in Q3 2026, its #96 holding.
  • Todd Wealth Management first reported a position in NextEra Energy in Q4 2025 and has held it in 4 quarters since.
  • Todd Wealth Management's NextEra Energy position peaked at $277K in Q1 2026.
  • 1,340 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.