TFA
NEE icon

Toth Financial Advisory’s NextEra Energy NEE Stock Holding History

Toth Financial Advisory’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 		$53.2K Buy
703
+105
+18% +$8.88K 0.01% 372
2026
Q2 		$52.5K Buy
598
+40
+7% +$3.62K 0.01% 375
2026
Q1 		$51.8K Buy
558
+163
+41% +$14.5K 0.01% 360
2025
Q4 		$31.7K Buy
395
+71
+22% +$5.88K ﹤0.01% 415
2025
Q3 		$24.5K Buy
324
+6
+2% +$438 ﹤0.01% 446
2025
Q2 		$22.1K Sell
318
-43
-12% -$2.99K ﹤0.01% 421
2025
Q1 		$25.6K Buy
361
+141
+64% +$9.95K ﹤0.01% 373
2024
Q4 		$15.8K Buy
220
+1
+0.5% +$78 ﹤0.01% 421
2024
Q3 		$18.5K Sell
219
-58
-21% -$4.53K ﹤0.01% 397
2024
Q2 		$19.6K Sell
277
-536
-66% -$38K ﹤0.01% 394
2024
Q1 		$52K Buy
813
+701
+626% +$41.1K 0.01% 291
2023
Q4 		$6.8K Sell
112
-350
-76% -$19.9K ﹤0.01% 494
2023
Q3 		$26.5K Buy
462
+150
+48% +$10.4K ﹤0.01% 333
2023
Q2 		$23.2K Sell
312
-77
-20% -$5.83K ﹤0.01% 377
2023
Q1 		$30K Sell
389
-15
-4% -$1.15K ﹤0.01% 332
2022
Q4 		$33.8K Sell
404
-132
-25% -$10.7K 0.01% 324
2022
Q3 		$42K Buy
536
+174
+48% +$14.8K 0.01% 287
2022
Q2 		$28K Buy
362
+70
+24% +$5.33K ﹤0.01% 332
2022
Q1 		$25K Hold
292
– – ﹤0.01% 363
2021
Q4 		$27K Hold
292
– – ﹤0.01% 361
2021
Q3 		$23K Buy
292
+92
+46% +$7.42K ﹤0.01% 381
2021
Q2 		$15K Hold
200
– – ﹤0.01% 413
2021
Q1 		$15K Hold
200
– – ﹤0.01% 429
2020
Q4 		$15K Hold
200
– – ﹤0.01% 373
2020
Q3 		$14K Buy
+200
New +$13.8K ﹤0.01% 351
2019
Q1 		– Sell
-2,000
Closed -$87K – 447
2018
Q4 		$87K Hold
2,000
– – 0.02% 151
2018
Q3 		$84K Hold
2,000
– – 0.02% 185
2018
Q2 		$84K Hold
2,000
– – 0.02% 184
2018
Q1 		$82K Hold
2,000
– – 0.02% 179
2017
Q4 		$78K Buy
+2,000
New +$77.2K 0.02% 187

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

Toth Financial Advisory's NEE Position: Q3 2026 in Review

Toth Financial Advisory increased its NextEra Energy (NEE) stake by 18% in Q3 2026, buying an estimated $8.88K and bringing the position to 703 shares worth $53.2K. The position accounts for 0.01% of the portfolio, ranked #372.

Toth Financial Advisory first reported a position in NEE in Q4 2017 and has held it in 30 quarters since. The position peaked at $87K in Q4 2018. 155 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Toth Financial Advisory held 703 shares of NextEra Energy worth $53.2K as of Q3 2026.
  • Toth Financial Advisory bought 105 NextEra Energy shares in Q3 2026, an estimated $8.88K.
  • NextEra Energy made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #372 holding.
  • Toth Financial Advisory first reported a position in NextEra Energy in Q4 2017 and has held it in 30 quarters since.
  • Toth Financial Advisory's NextEra Energy position peaked at $87K in Q4 2018.
  • 155 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.