James T. Borello RIA’s NextEra Energy NEE Stock Holding History

James T. Borello RIA’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	$50.6K	Buy	668 +216	+48%	+$18.3K	0.01%	245
2026 Q2	$39.7K	Sell	452 -235	-34%	-$21.3K	0.01%	272
2026 Q1	$63.8K	Buy	687 +294	+75%	+$26.1K	0.02%	198
2025 Q4	$31.6K	Buy	393 +138	+54%	+$11.4K	0.01%	219
2025 Q3	$19.3K	Buy	255 +240	+1,600%	+$17.5K	0.01%	236
2025 Q2	$1.04K	Buy	+15	New	+$1.04K	﹤0.01%	276

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

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

FFM

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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

James T. Borello RIA's NEE Position: Q3 2026 in Review

James T. Borello RIA increased its NextEra Energy (NEE) stake by 48% in Q3 2026, buying an estimated $18.3K and bringing the position to 668 shares worth $50.6K. The position accounts for 0.01% of the portfolio, ranked #245.

James T. Borello RIA first reported a position in NEE in Q2 2025 and has held it in 6 quarters since. The position peaked at $63.8K in Q1 2026. 484 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

James T. Borello RIA held 668 shares of NextEra Energy worth $50.6K as of Q3 2026.
James T. Borello RIA bought 216 NextEra Energy shares in Q3 2026, an estimated $18.3K.
NextEra Energy made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #245 holding.
James T. Borello RIA first reported a position in NextEra Energy in Q2 2025 and has held it in 6 quarters since.
James T. Borello RIA's NextEra Energy position peaked at $63.8K in Q1 2026.
484 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.