Zevenbergen Capital Investments’s NextEra Energy NEE Stock Holding History

Zevenbergen Capital Investments’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	$2M	Buy	26,450 +1,377	+5%	+$116K	0.05%	84
2026 Q2	$2.2M	Buy	25,073 +12,505	+99%	+$1.13M	0.05%	86
2026 Q1	$1.17M	Buy	12,568 +3,460	+38%	+$308K	0.03%	96
2025 Q4	$731K	Buy	9,108 +480	+6%	+$39.8K	0.02%	96
2025 Q3	$651K	Sell	8,628 -11,260	-57%	-$823K	0.01%	93
2025 Q2	$1.38M	Sell	19,888 -1,515	-7%	-$105K	0.03%	88
2025 Q1	$1.52M	Buy	21,403 +4,005	+23%	+$283K	0.04%	86
2024 Q4	$1.25M	Buy	17,398 +2,470	+17%	+$192K	0.03%	84
2024 Q3	$1.26M	Buy	14,928 +300	+2%	+$23.4K	0.03%	83
2024 Q2	$1.04M	Buy	+14,628	New	+$1.04M	0.02%	83

Other funds holding NEE

BTCPP

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

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

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

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

Zevenbergen Capital Investments's NEE Position: Q3 2026 in Review

Zevenbergen Capital Investments increased its NextEra Energy (NEE) stake by 5.5% in Q3 2026, buying an estimated $116K and bringing the position to 26,450 shares worth $2M. The position accounts for 0.05% of the portfolio, ranked #84.

Zevenbergen Capital Investments first reported a position in NEE in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.2M in Q2 2026. 136 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

Zevenbergen Capital Investments held 26,450 shares of NextEra Energy worth $2M as of Q3 2026.
Zevenbergen Capital Investments bought 1,377 NextEra Energy shares in Q3 2026, an estimated $116K.
NextEra Energy made up 0.05% of Zevenbergen Capital Investments's portfolio in Q3 2026, its #84 holding.
Zevenbergen Capital Investments first reported a position in NextEra Energy in Q2 2024 and has held it in 10 quarters since.
Zevenbergen Capital Investments's NextEra Energy position peaked at $2.2M in Q2 2026.
136 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Zevenbergen Capital Investments's 13F filing for Q3 2026, filed 8 Oct 2026.