AHL Investment Management’s NextEra Energy NEE Stock Holding History

AHL Investment Management’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 Q3	$2.65M	Buy	35,040 +540	+2%	+$39.5K	1.81%	20
2025 Q2	$2.39M	Buy	34,500 +23,753	+221%	+$1.65M	1.6%	24
2025 Q1	$762K	Buy	10,747 +1,382	+15%	+$97.5K	0.53%	41
2024 Q4	$671K	Hold	9,365	–	–	0.47%	44
2024 Q3	$792K	Hold	9,365	–	–	0.55%	43
2024 Q2	$663K	Sell	9,365 -905	-9%	-$64.2K	0.49%	43
2024 Q1	$656K	Hold	10,270	–	–	0.5%	41
2023 Q4	$624K	Buy	10,270 +390	+4%	+$22.2K	0.51%	41
2023 Q3	$566K	Buy	9,880 +3,670	+59%	+$254K	0.5%	41
2023 Q2	$461K	Hold	6,210	–	–	0.41%	43
2023 Q1	$479K	Hold	6,210	–	–	0.44%	46
2022 Q4	$519K	Buy	6,210 +1,798	+41%	+$145K	0.48%	42
2022 Q3	$346K	Hold	4,412	–	–	0.36%	44
2022 Q2	$342K	Hold	4,412	–	–	0.34%	45
2022 Q1	$374K	Buy	4,412 +3,200	+264%	+$256K	0.34%	45
2021 Q4	$113K	Buy	+1,212	New	+$105K	0.1%	76

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AHL Investment Management's NEE Position: Q3 2025 in Review

AHL Investment Management increased its NextEra Energy (NEE) stake by 1.6% in Q3 2025, buying an estimated $39.5K and bringing the position to 35,040 shares worth $2.65M. The position accounts for 1.81% of the portfolio, ranked #20.

AHL Investment Management first reported a position in NEE in Q4 2021 and has held it in 16 quarters since. 2,750 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

AHL Investment Management held 35,040 shares of NextEra Energy worth $2.65M as of Q3 2025.
AHL Investment Management bought 540 NextEra Energy shares in Q3 2025, an estimated $39.5K.
NextEra Energy made up 1.81% of AHL Investment Management's portfolio in Q3 2025, its #20 holding.
AHL Investment Management first reported a position in NextEra Energy in Q4 2021 and has held it in 16 quarters since.
2,750 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on AHL Investment Management's 13F filing for Q3 2025, filed 2 Oct 2025.