Walker Asset Management’s NextEra Energy NEE Stock Holding History

Walker 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	$386K	Buy	5,100 +32	+0.6%	+$2.71K	0.2%	102
2026 Q2	$445K	Buy	5,068 +58	+1%	+$5.25K	0.22%	90
2026 Q1	$465K	Buy	5,010 +107	+2%	+$9.5K	0.25%	78
2025 Q4	$394K	Buy	4,903 +158	+3%	+$13.1K	0.21%	87
2025 Q3	$358K	Sell	4,745 -70	-1%	-$5.12K	0.2%	95
2025 Q2	$334K	Buy	4,815 +163	+4%	+$11.3K	0.19%	93
2025 Q1	$330K	Buy	4,652 +28	+0.6%	+$1.98K	0.2%	86
2024 Q4	$331K	Buy	4,624 +125	+3%	+$9.7K	0.2%	83
2024 Q3	$380K	Buy	4,499 +22	+0.5%	+$1.72K	0.24%	78
2024 Q2	$317K	Buy	4,477 +25	+0.6%	+$1.77K	0.21%	92
2024 Q1	$285K	Buy	4,452 +530	+14%	+$31K	0.19%	103
2023 Q4	$238K	Buy	+3,922	New	+$224K	0.17%	117

Other funds holding NEE

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

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

Walker Asset Management increased its NextEra Energy (NEE) stake by 0.63% in Q3 2026, buying an estimated $2.71K and bringing the position to 5,100 shares worth $386K. The position accounts for 0.2% of the portfolio, ranked #102.

Walker Asset Management first reported a position in NEE in Q4 2023 and has held it in 12 quarters since. The position peaked at $465K in Q1 2026. 811 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Walker Asset Management held 5,100 shares of NextEra Energy worth $386K as of Q3 2026.
Walker Asset Management bought 32 NextEra Energy shares in Q3 2026, an estimated $2.71K.
NextEra Energy made up 0.2% of Walker Asset Management's portfolio in Q3 2026, its #102 holding.
Walker Asset Management first reported a position in NextEra Energy in Q4 2023 and has held it in 12 quarters since.
Walker Asset Management's NextEra Energy position peaked at $465K in Q1 2026.
811 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

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