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Bank of Nova Scotia Trust’s NextEra Energy NEE Stock Holding History

Bank of Nova Scotia Trust’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
-12,878
Closed -$894K – 135
2025
Q2 		$894K Buy
12,878
+56
+0.4% +$3.89K 0.09% 91
2025
Q1 		$909K Sell
12,822
-14
-0.1% -$988 0.1% 87
2024
Q4 		$920K Buy
12,836
+207
+2% +$16.1K 0.1% 85
2024
Q3 		$1.07M Sell
12,629
-60
-0.5% -$4.68K 0.11% 83
2024
Q2 		$899K Sell
12,689
-157
-1% -$11.1K 0.1% 91
2024
Q1 		$821K Sell
12,846
-639
-5% -$37.4K 0.09% 90
2023
Q4 		$819K Buy
13,485
+351
+3% +$20K 0.09% 88
2023
Q3 		$752K Sell
13,134
-69
-0.5% -$4.78K 0.09% 88
2023
Q2 		$980K Buy
13,203
+7,186
+119% +$544K 0.1% 82
2023
Q1 		$464K Sell
6,017
-3,257
-35% -$250K 0.05% 100
2022
Q4 		$775K Sell
9,274
-219
-2% -$17.7K 0.08% 82
2022
Q3 		$744K Sell
9,493
-88
-0.9% -$7.47K 0.08% 81
2022
Q2 		$743K Sell
9,581
-205
-2% -$15.6K 0.08% 84
2022
Q1 		$829K Buy
9,786
+50
+0.5% +$4.01K 0.07% 86
2021
Q4 		$909K Buy
9,736
+403
+4% +$34.8K 0.08% 86
2021
Q3 		$733K Sell
9,333
-355
-4% -$28.6K 0.07% 86
2021
Q2 		$710K Buy
9,688
+132
+1% +$9.91K 0.06% 86
2021
Q1 		$723K Sell
9,556
-775
-8% -$60.5K 0.07% 83
2020
Q4 		$797K Buy
10,331
+431
+4% +$32.2K 0.08% 79
2020
Q3 		$687K Buy
9,900
+504
+5% +$34.8K 0.08% 75
2020
Q2 		$564K Buy
9,396
+484
+5% +$29K 0.08% 71
2020
Q1 		$537K Sell
8,912
-252
-3% -$15.8K 0.08% 69
2019
Q4 		$555K Buy
9,164
+4,580
+100% +$267K 0.06% 74
2019
Q3 		$267K Sell
4,584
-3,280
-42% -$178K 0.03% 96
2019
Q2 		$403K Buy
7,864
+2,524
+47% +$124K 0.05% 80
2019
Q1 		$258K Sell
5,340
-644
-11% -$29.4K 0.03% 98
2018
Q4 		$260K Buy
+5,984
New +$262K 0.04% 95
2017
Q4 		– Sell
-1,304
Closed -$48K – 295
2017
Q3 		$48K Buy
+1,304
New +$47.8K 0.01% 256

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

Bank of Nova Scotia Trust's NEE Position: Q3 2025 in Review

Bank of Nova Scotia Trust sold out of NextEra Energy (NEE) in Q3 2025, closing a stake of 12,878 shares — an estimated $894K sold.

Bank of Nova Scotia Trust first reported a position in NEE in Q3 2017 and held it in 28 quarters. The position peaked at $1.07M in Q3 2024. 2,750 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

  • Bank of Nova Scotia Trust reported no remaining NextEra Energy position as of Q3 2025 after selling out during the quarter.
  • Bank of Nova Scotia Trust sold 12,878 NextEra Energy shares in Q3 2025, an estimated $894K.
  • Bank of Nova Scotia Trust first reported a position in NextEra Energy in Q3 2017 and held it in 28 quarters.
  • Bank of Nova Scotia Trust's NextEra Energy position peaked at $1.07M in Q3 2024.
  • 2,750 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Bank of Nova Scotia Trust's 13F filing for Q3 2025, filed 14 Nov 2025.