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Wedmont Private Capital’s NextEra Energy NEE Stock Holding History

Wedmont Private Capital’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 		$2.51M Buy
32,452
+7,087
+28% +$599K 0.06% 179
2026
Q2 		$2.23M Buy
25,365
+4,962
+24% +$449K 0.06% 170
2026
Q1 		$1.92M Buy
20,403
+1,792
+10% +$159K 0.06% 169
2025
Q4 		$1.46M Buy
18,611
+833
+5% +$69K 0.05% 211
2025
Q3 		$1.48M Buy
17,778
+1,829
+11% +$134K 0.06% 206
2025
Q2 		$1.17M Sell
15,949
-74
-0.5% -$5.14K 0.05% 226
2025
Q1 		$1.05M Buy
16,023
+864
+6% +$61K 0.05% 219
2024
Q4 		$1.02M Buy
15,159
+437
+3% +$33.9K 0.05% 215
2024
Q3 		$1.18M Buy
14,722
+1,968
+15% +$154K 0.07% 176
2024
Q2 		$969K Buy
12,754
+3,302
+35% +$234K 0.06% 201
2024
Q1 		$618K Buy
9,452
+494
+6% +$28.9K 0.05% 279
2023
Q4 		$564K Buy
8,958
+2,418
+37% +$138K 0.05% 278
2023
Q3 		$323K Sell
6,540
-2,605
-28% -$180K 0.03% 357
2023
Q2 		$669K Buy
9,145
+1,538
+20% +$116K 0.07% 189
2023
Q1 		$597K Sell
7,607
-1,356
-15% -$104K 0.08% 191
2022
Q4 		$750K Sell
8,963
-1,766
-16% -$143K 0.11% 142
2022
Q3 		$841K Buy
10,729
+3,445
+47% +$292K 0.17% 97
2022
Q2 		$564K Buy
7,284
+1,434
+25% +$109K 0.12% 125
2022
Q1 		$501K Buy
5,850
+2,024
+53% +$162K 0.11% 143
2021
Q4 		$325K Buy
+3,826
New +$331K 0.1% 159

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
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
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

Wedmont Private Capital's NEE Position: Q3 2026 in Review

Wedmont Private Capital increased its NextEra Energy (NEE) stake by 28% in Q3 2026, buying an estimated $599K and bringing the position to 32,452 shares worth $2.51M. The position accounts for 0.06% of the portfolio, ranked #179.

Wedmont Private Capital first reported a position in NEE in Q4 2021 and has held it in 20 quarters since. 135 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Wedmont Private Capital held 32,452 shares of NextEra Energy worth $2.51M as of Q3 2026.
  • Wedmont Private Capital bought 7,087 NextEra Energy shares in Q3 2026, an estimated $599K.
  • NextEra Energy made up 0.06% of Wedmont Private Capital's portfolio in Q3 2026, its #179 holding.
  • Wedmont Private Capital first reported a position in NextEra Energy in Q4 2021 and has held it in 20 quarters since.
  • 135 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.