William Mack & Associates
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William Mack & Associates’s NextEra Energy NEE Stock Holding History

William Mack & Associates’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 		$122K Buy
+1,614
New +$137K 0.04% 148

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

William Mack & Associates's NEE Position: Q3 2026 in Review

William Mack & Associates opened a new position in NextEra Energy (NEE) in Q3 2026: 1,614 shares worth $122K. The stake represents 0.04% of the portfolio and ranks #148 among its holdings.

2,591 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • William Mack & Associates held 1,614 shares of NextEra Energy worth $122K as of Q3 2026.
  • NextEra Energy was a new William Mack & Associates position in Q3 2026.
  • NextEra Energy made up 0.04% of William Mack & Associates's portfolio in Q3 2026, its #148 holding.
  • 2,591 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.