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Altman Advisors’s NextEra Energy NEE Stock Holding History

Altman Advisors’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 		– Sell
-23,448
Closed -$1.71M – 95
2025
Q2 		$1.71M Buy
23,448
+576
+3% +$40K 0.7% 70
2025
Q1 		$1.53M Buy
22,872
+972
+4% +$68.6K 0.7% 73
2024
Q4 		$1.57M Buy
21,900
+376
+2% +$29.2K 0.67% 65
2024
Q3 		$1.82M Buy
21,524
+7
+0% +$546 0.81% 55
2024
Q2 		$1.52M Sell
21,517
-217
-1% -$15.4K 0.87% 53
2024
Q1 		$1.38M Buy
21,734
+4,000
+23% +$234K 0.67% 81
2023
Q4 		$1.08M Sell
17,734
-1,552
-8% -$88.5K 0.56% 74
2023
Q3 		$1.1M Buy
+19,286
New +$1.34M 0.69% 81
2023
Q1 		$1.15M Buy
17,936
+422
+2% +$32.5K 1.06% 44
2022
Q4 		$1.49M Sell
17,514
-671
-4% -$54.2K 0.92% 35
2022
Q3 		$1.43M Sell
18,185
-98
-0.5% -$8.31K 0.9% 27
2022
Q2 		$1.57M Sell
18,283
-18,817
-51% -$1.43M 0.89% 29
2022
Q1 		$3.14M Buy
37,100
+261
+0.7% +$20.9K 1.62% 18
2021
Q4 		$3.04M Sell
36,839
-23
-0.1% -$1.99K 1.86% 18
2021
Q3 		$3.15M Buy
36,862
+280
+0.8% +$22.6K 1.74% 17
2021
Q2 		$2.95M Sell
36,582
-15,390
-30% -$1.16M 1.66% 17
2021
Q1 		$3.93M Sell
51,972
-1,774
-3% -$138K 2.53% 5
2020
Q4 		$4.15M Sell
53,746
-654
-1% -$48.9K 2.6% 7
2020
Q3 		$3.77M Buy
54,400
+268
+0.5% +$18.5K 2.67% 5
2020
Q2 		$3.25M Buy
54,132
+1,008
+2% +$60.3K 2.76% 4
2020
Q1 		$3.2M Buy
53,124
+3,964
+8% +$249K 2.97% 2
2019
Q4 		$2.98M Buy
49,160
+32
+0.1% +$1.87K 2.38% 10
2019
Q3 		$2.86M Buy
49,128
+668
+1% +$36.2K 2.42% 7
2019
Q2 		$2.48M Buy
48,460
+19,208
+66% +$945K 2.09% 14
2019
Q1 		$1.41M Buy
+29,252
New +$1.34M 1.3% 45
2018
Q3 		– Sell
-15,852
Closed -$1.55K – 85
2018
Q2 		$1.55K Buy
+15,852
New +$640K 1.42% 41

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Altman Advisors's NEE Position: Q3 2025 in Review

Altman Advisors sold out of NextEra Energy (NEE) in Q3 2025, closing a stake of 23,448 shares — an estimated $1.71M sold.

Altman Advisors first reported a position in NEE in Q2 2018 and held it in 26 quarters. The position peaked at $4.15M in Q4 2020. 2,749 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

  • Altman Advisors reported no remaining NextEra Energy position as of Q3 2025 after selling out during the quarter.
  • Altman Advisors sold 23,448 NextEra Energy shares in Q3 2025, an estimated $1.71M.
  • Altman Advisors first reported a position in NextEra Energy in Q2 2018 and held it in 26 quarters.
  • Altman Advisors's NextEra Energy position peaked at $4.15M in Q4 2020.
  • 2,749 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Altman Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.