World Equity Group
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World Equity Group’s NextEra Energy NEE Stock Holding History

World Equity Group’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 		$629K Sell
8,306
-533
-6% -$45.1K 0.26% 82
2026
Q2 		$776K Sell
8,839
-123
-1% -$11.1K 0.17% 134
2026
Q1 		$832K Buy
8,962
+1,037
+13% +$92.2K 0.22% 111
2025
Q4 		$636K Sell
7,925
-1,251
-14% -$104K 0.18% 139
2025
Q3 		$693K Sell
9,176
-1,747
-16% -$128K 0.16% 130
2025
Q2 		$758K Sell
10,923
-403
-4% -$28K 0.21% 108
2025
Q1 		$816K Sell
11,326
-6,590
-37% -$465K 0.23% 93
2024
Q4 		$1.28M Buy
17,916
+8,982
+101% +$698K 0.28% 81
2024
Q3 		$755K Sell
8,934
-598
-6% -$46.7K 0.27% 85
2024
Q2 		$675K Sell
9,532
-208
-2% -$14.8K 0.2% 134
2024
Q1 		$622K Buy
9,740
+11
+0.1% +$644 0.13% 165
2023
Q4 		$591K Buy
9,729
+1,047
+12% +$59.7K 0.12% 175
2023
Q3 		$499K Sell
8,682
-285
-3% -$19.7K 0.1% 206
2023
Q2 		$665K Buy
8,967
+6,763
+307% +$512K 0.2% 135
2023
Q1 		$635K Sell
2,204
-6,799
-76% -$523K 0.09% 230
2022
Q4 		$752K Buy
9,003
+202
+2% +$16.3K 0.18% 133
2022
Q3 		$690K Buy
8,801
+422
+5% +$35.8K 0.17% 135
2022
Q2 		$649K Buy
8,379
+369
+5% +$28.1K 0.16% 149
2022
Q1 		$679K Buy
+8,010
New +$642K 0.15% 171

Other funds holding NEE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

World Equity Group's NEE Position: Q3 2026 in Review

World Equity Group reduced its NextEra Energy (NEE) stake by 6% in Q3 2026, selling an estimated $45.1K and leaving 8,306 shares worth $629K. The position accounts for 0.26% of the portfolio, ranked #82.

World Equity Group first reported a position in NEE in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.28M in Q4 2024. 678 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • World Equity Group held 8,306 shares of NextEra Energy worth $629K as of Q3 2026.
  • World Equity Group sold 533 NextEra Energy shares in Q3 2026, an estimated $45.1K.
  • NextEra Energy made up 0.26% of World Equity Group's portfolio in Q3 2026, its #82 holding.
  • World Equity Group first reported a position in NextEra Energy in Q1 2022 and has held it in 19 quarters since.
  • World Equity Group's NextEra Energy position peaked at $1.28M in Q4 2024.
  • 678 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.