Tower View Wealth Management
NEE icon

Tower View Wealth Management’s NextEra Energy NEE Stock Holding History

Tower View 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 		$198K Buy
2,613
+3
+0.1% +$254 0.09% 68
2026
Q2 		$229K Buy
2,610
+3
+0.1% +$271 0.1% 64
2026
Q1 		$242K Buy
2,607
+100
+4% +$8.89K 0.12% 59
2025
Q4 		$201K Sell
2,507
-93
-4% -$7.7K 0.1% 57
2025
Q3 		$196K Sell
2,600
-1,683
-39% -$123K 0.1% 55
2025
Q2 		$297K Buy
4,283
+3,980
+1,314% +$276K 0.15% 51
2025
Q1 		$21.5K Sell
303
-19
-6% -$1.34K 0.01% 99
2024
Q4 		$23.1K Buy
322
+2
+0.6% +$155 0.01% 103
2024
Q3 		$27.1K Hold
320
– – 0.01% 99
2024
Q2 		$22.7K Hold
320
– – 0.01% 102
2024
Q1 		$20.5K Hold
320
– – 0.01% 108
2023
Q4 		$19K Sell
320
-22,262
-99% -$1.27M 0.01% 106
2023
Q3 		$915K Buy
22,582
+22,108
+4,664% +$1.53M 0.64% 42
2023
Q2 		$35K Buy
+474
New +$35.9K 0.02% 85
2023
Q1 		– Sell
-32,862
Closed -$2.75M – 160
2022
Q4 		$2.75M Sell
32,862
-61
-0.2% -$4.93K 1.91% 23
2022
Q3 		$2.58M Buy
32,923
+145
+0.4% +$12.3K 1.96% 23
2022
Q2 		$2.54M Sell
32,778
-748
-2% -$56.9K 1.87% 26
2022
Q1 		$2.84M Buy
33,526
+236
+0.7% +$18.9K 1.53% 30
2021
Q4 		$3.11M Buy
33,290
+168
+0.5% +$14.5K 1.58% 31
2021
Q3 		$2.6M Buy
33,122
+550
+2% +$44.4K 1.44% 33
2021
Q2 		$2.39M Buy
32,572
+751
+2% +$56.4K 1.21% 38
2021
Q1 		$2.41M Buy
31,821
+29,632
+1,354% +$2.31M 1.32% 36
2020
Q4 		$169K Buy
2,189
+2,117
+2,940% +$158K 0.1% 80
2020
Q3 		$5K Hold
72
– – ﹤0.01% 136
2020
Q2 		$4K Buy
+72
New +$4.31K ﹤0.01% 133

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
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
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

Tower View Wealth Management's NEE Position: Q3 2026 in Review

Tower View Wealth Management increased its NextEra Energy (NEE) stake by 0.11% in Q3 2026, buying an estimated $254 and bringing the position to 2,613 shares worth $198K. The position accounts for 0.09% of the portfolio, ranked #68.

Tower View Wealth Management first reported a position in NEE in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.11M in Q4 2021. 1,286 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Tower View Wealth Management held 2,613 shares of NextEra Energy worth $198K as of Q3 2026.
  • Tower View Wealth Management bought 3 NextEra Energy shares in Q3 2026, an estimated $254.
  • NextEra Energy made up 0.09% of Tower View Wealth Management's portfolio in Q3 2026, its #68 holding.
  • Tower View Wealth Management first reported a position in NextEra Energy in Q2 2020 and has held it in 25 quarters since.
  • Tower View Wealth Management's NextEra Energy position peaked at $3.11M in Q4 2021.
  • 1,286 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Tower View Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.