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Advisory Research’s NextEra Energy NEE Stock Holding History

Advisory Research’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
2025
Q2 		– Sell
-6,485
Closed -$460K – 151
2025
Q1 		$460K Hold
6,485
– – 0.08% 134
2024
Q4 		$465K Hold
6,485
– – 0.08% 138
2024
Q3 		$548K Hold
6,485
– – 0.1% 131
2024
Q2 		$459K Hold
6,485
– – 0.09% 138
2024
Q1 		$414K Hold
6,485
– – 0.08% 134
2023
Q4 		$394K Hold
6,485
– – 0.06% 268
2023
Q3 		$372K Hold
6,485
– – 0.05% 326
2023
Q2 		$481K Hold
6,485
– – 0.06% 294
2023
Q1 		$500K Hold
6,485
– – 0.08% 245
2022
Q4 		$542K Hold
6,485
– – 0.05% 239
2022
Q3 		$508K Hold
6,485
– – 0.05% 236
2022
Q2 		$502K Buy
6,485
+2,515
+63% +$191K 0.05% 230
2022
Q1 		$336K Buy
+3,970
New +$318K 0.03% 294
2021
Q3 		– Sell
-125,619
Closed -$9.21M – 394
2021
Q2 		$9.21M Buy
125,619
+548
+0.4% +$41.1K 0.61% 50
2021
Q1 		$9.46M Sell
125,071
-56,926
-31% -$4.44M 0.67% 56
2020
Q4 		$14M Sell
181,997
-15,559
-8% -$1.16M 1.03% 28
2020
Q3 		$13.7M Buy
197,556
+45,428
+30% +$3.14M 1.34% 21
2020
Q2 		$9.13M Buy
+152,128
New +$9.11M 0.81% 42
2015
Q2 		– Sell
-12,760
Closed -$332K – 326
2015
Q1 		$332K Buy
12,760
+292
+2% +$7.7K ﹤0.01% 311
2014
Q4 		$331K Sell
12,468
-88
-0.7% -$2.22K ﹤0.01% 314
2014
Q3 		$295K Buy
+12,556
New +$303K ﹤0.01% 307
2014
Q2 		– Sell
-12,616
Closed -$302K – 558
2014
Q1 		$302K Sell
12,616
-24
-0.2% -$544 ﹤0.01% 305
2013
Q4 		$271K Buy
12,640
+264
+2% +$5.57K ﹤0.01% 296
2013
Q3 		$249K Buy
12,376
+216
+2% +$4.46K ﹤0.01% 290
2013
Q2 		$248K Buy
+12,160
New +$241K ﹤0.01% 284

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisory Research's NEE Position: Q2 2025 in Review

Advisory Research sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 6,485 shares — an estimated $460K sold.

Advisory Research first reported a position in NEE in Q2 2013 and held it in 25 quarters. The position peaked at $14M in Q4 2020. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

  • Advisory Research reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
  • Advisory Research sold 6,485 NextEra Energy shares in Q2 2025, an estimated $460K.
  • Advisory Research first reported a position in NextEra Energy in Q2 2013 and held it in 25 quarters.
  • Advisory Research's NextEra Energy position peaked at $14M in Q4 2020.
  • 2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Advisory Research's 13F filing for Q2 2025, filed 13 Aug 2025.