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Bristlecone Advisors’s NextEra Energy NEE Stock Holding History

Bristlecone 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 		$2.71M Sell
35,912
-507
-1% -$37K 0.23% 81
2025
Q2 		$2.53M Sell
36,419
-559
-2% -$38.8K 0.21% 84
2025
Q1 		$2.62M Sell
36,978
-352
-0.9% -$24.8K 0.21% 94
2024
Q4 		$2.68M Sell
37,330
-227
-0.6% -$17.6K 0.21% 91
2024
Q3 		$3.17M Buy
37,557
+2,169
+6% +$169K 0.25% 82
2024
Q2 		$2.51M Sell
35,388
-976
-3% -$69.2K 0.21% 95
2024
Q1 		$2.32M Buy
36,364
+962
+3% +$56.4K 0.2% 96
2023
Q4 		$2.15M Sell
35,402
-468
-1% -$26.7K 0.22% 95
2023
Q3 		$2.05M Buy
35,870
+338
+1% +$23.4K 0.23% 94
2023
Q2 		$2.64M Sell
35,532
-214
-0.6% -$16.2K 0.26% 79
2023
Q1 		$2.76M Sell
35,746
-916
-2% -$70.4K 0.3% 65
2022
Q4 		$3.06M Sell
36,662
-98
-0.3% -$7.92K 0.38% 57
2022
Q3 		$2.88M Sell
36,760
-63
-0.2% -$5.34K 0.38% 53
2022
Q2 		$2.85M Buy
36,823
+1,886
+5% +$144K 0.35% 59
2022
Q1 		$2.96M Buy
34,937
+1,077
+3% +$86.3K 0.36% 63
2021
Q4 		$3.16M Sell
33,860
-2,401
-7% -$208K 0.38% 61
2021
Q3 		$2.85M Sell
36,261
-690
-2% -$55.6K 0.37% 68
2021
Q2 		$2.71M Buy
36,951
+603
+2% +$45.3K 0.37% 66
2021
Q1 		$2.75M Buy
36,348
+244
+0.7% +$19K 0.42% 60
2020
Q4 		$2.79M Buy
36,104
+504
+1% +$37.7K 0.44% 58
2020
Q3 		$2.47M Sell
35,600
-396
-1% -$27.3K 0.45% 58
2020
Q2 		$2.16M Buy
35,996
+1,540
+4% +$92.2K 0.44% 61
2020
Q1 		$2.07M Sell
34,456
-4,000
-10% -$251K 0.49% 54
2019
Q4 		$2.33M Buy
38,456
+5,780
+18% +$337K 0.47% 64
2019
Q3 		$1.9M Sell
32,676
-1,848
-5% -$100K 0.46% 66
2019
Q2 		$1.77M Buy
34,524
+5,048
+17% +$248K 0.42% 63
2019
Q1 		$1.43M Buy
+29,476
New +$1.35M 0.4% 72
2017
Q4 		– Sell
-1,840
Closed -$67K – 232
2017
Q3 		$67K Buy
+1,840
New +$67.4K 0.02% 187

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

Bristlecone Advisors's NEE Position: Q3 2025 in Review

Bristlecone Advisors reduced its NextEra Energy (NEE) stake by 1.4% in Q3 2025, selling an estimated $37K and leaving 35,912 shares worth $2.71M. The position accounts for 0.23% of the portfolio, ranked #81.

Bristlecone Advisors first reported a position in NEE in Q3 2017 and has held it in 28 quarters since. The position peaked at $3.17M in Q3 2024. 2,749 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

  • Bristlecone Advisors held 35,912 shares of NextEra Energy worth $2.71M as of Q3 2025.
  • Bristlecone Advisors sold 507 NextEra Energy shares in Q3 2025, an estimated $37K.
  • NextEra Energy made up 0.23% of Bristlecone Advisors's portfolio in Q3 2025, its #81 holding.
  • Bristlecone Advisors first reported a position in NextEra Energy in Q3 2017 and has held it in 28 quarters since.
  • Bristlecone Advisors's NextEra Energy position peaked at $3.17M in Q3 2024.
  • 2,749 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.