BCK Partners’s NextEra Energy NEE Stock Holding History

BCK Partners’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	-3,477	Closed	-$241K	–	27
2025 Q2	$241K	Hold	3,477	–	–	0.14%	23
2025 Q1	$246K	Hold	3,477	–	–	0.15%	23
2024 Q4	$249K	Sell	3,477 -240	-6%	-$18.6K	0.15%	25
2024 Q3	$314K	Buy	3,717 +30	+0.8%	+$2.34K	0.15%	26
2024 Q2	$261K	Buy	3,687 +135	+4%	+$9.58K	0.14%	28
2024 Q1	$227K	Hold	3,552	–	–	0.12%	28
2023 Q4	$216K	Hold	3,552	–	–	0.12%	28
2023 Q3	$203K	Buy	3,552 +400	+13%	+$27.7K	0.13%	28
2023 Q2	$234K	Sell	3,152 -1,121	-26%	-$84.9K	0.15%	25
2023 Q1	$329K	Hold	4,273	–	–	0.21%	23
2022 Q4	$357K	Sell	4,273 -48	-1%	-$3.88K	0.24%	22
2022 Q3	$339K	Buy	4,321 +48	+1%	+$4.07K	0.25%	21
2022 Q2	$331K	Hold	4,273	–	–	0.23%	18
2022 Q1	$362K	Hold	4,273	–	–	0.22%	18
2021 Q4	$399K	Hold	4,273	–	–	0.24%	17
2021 Q3	$336K	Hold	4,273	–	–	0.21%	19
2021 Q2	$313K	Sell	4,273 -43	-1%	-$3.23K	0.21%	21
2021 Q1	$337K	Hold	4,316	–	–	0.24%	18
2020 Q4	$333K	Buy	+4,316	New	+$323K	0.29%	15

Other funds holding NEE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BCK Partners's NEE Position: Q3 2025 in Review

BCK Partners sold out of NextEra Energy (NEE) in Q3 2025, closing a stake of 3,477 shares — an estimated $241K sold.

BCK Partners first reported a position in NEE in Q4 2020 and held it in 19 quarters. The position peaked at $399K in Q4 2021. 2,753 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

BCK Partners reported no remaining NextEra Energy position as of Q3 2025 after selling out during the quarter.
BCK Partners sold 3,477 NextEra Energy shares in Q3 2025, an estimated $241K.
BCK Partners first reported a position in NextEra Energy in Q4 2020 and held it in 19 quarters.
BCK Partners's NextEra Energy position peaked at $399K in Q4 2021.
2,753 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on BCK Partners's 13F filing for Q3 2025, filed 28 Oct 2025.