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Clarius Group LLC’s NextEra Energy NEE Stock Holding History

Clarius Group LLC’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
Q4 		$955K Sell
11,902
-86
-0.7% -$7.12K 0.05% 129
2025
Q3 		$905K Sell
11,988
-5,153
-30% -$377K 0.05% 139
2025
Q2 		$1.19M Sell
17,141
-496
-3% -$34.5K 0.07% 132
2025
Q1 		$1.25M Buy
17,637
+1,426
+9% +$101K 0.08% 120
2024
Q4 		$1.16M Buy
16,211
+89
+0.6% +$6.91K 0.08% 111
2024
Q3 		$1.36M Sell
16,122
-275
-2% -$21.5K 0.1% 96
2024
Q2 		$1.16M Sell
16,397
-250
-2% -$17.7K 0.08% 106
2024
Q1 		$1.06M Buy
16,647
+2,510
+18% +$147K 0.07% 110
2023
Q4 		$859K Sell
14,137
-3,314
-19% -$189K 0.07% 142
2023
Q3 		$1,000K Sell
17,451
-5,832
-25% -$404K 0.1% 114
2023
Q2 		$1.73M Buy
23,283
+1,241
+6% +$94K 0.13% 85
2023
Q1 		$1.7M Sell
22,042
-2,717
-11% -$209K 0.14% 76
2022
Q4 		$2.07M Buy
24,759
+2,591
+12% +$209K 0.19% 71
2022
Q3 		$1.74M Sell
22,168
-687
-3% -$58.3K 0.17% 72
2022
Q2 		$1.77M Buy
22,855
+572
+3% +$43.5K 0.18% 73
2022
Q1 		$2.08M Hold
22,283
– – 0.16% 73
2021
Q4 		$2.08M Sell
22,283
-136
-0.6% -$11.8K 0.16% 73
2021
Q3 		$1.76M Sell
22,419
-9,586
-30% -$773K 0.16% 77
2021
Q2 		$2.35M Sell
32,005
-11
-0% -$826 0.21% 51
2021
Q1 		$2.42M Buy
32,016
+13,696
+75% +$1.07M 0.24% 47
2020
Q4 		$1.41M Buy
18,320
+1,556
+9% +$116K 0.15% 77
2020
Q3 		$1.16M Buy
16,764
+288
+2% +$19.9K 0.15% 74
2020
Q2 		$989K Buy
16,476
+1,556
+10% +$93.1K 0.14% 81
2020
Q1 		$898K Buy
14,920
+560
+4% +$35.2K 0.17% 74
2019
Q4 		$903K Sell
14,360
-3,956
-22% -$231K 0.14% 84
2019
Q3 		$1.07M Buy
18,316
+6,648
+57% +$360K 0.2% 68
2019
Q2 		$597K Buy
11,668
+984
+9% +$48.4K 0.12% 96
2019
Q1 		$516K Buy
+10,684
New +$489K 0.13% 96

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clarius Group LLC's NEE Position: Q4 2025 in Review

Clarius Group LLC reduced its NextEra Energy (NEE) stake by 0.72% in Q4 2025, selling an estimated $7.12K and leaving 11,902 shares worth $955K. The position accounts for 0.05% of the portfolio, ranked #129.

Clarius Group LLC first reported a position in NEE in Q1 2019 and has held it in 28 quarters since. The position peaked at $2.42M in Q1 2021. 2,957 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

  • Clarius Group LLC held 11,902 shares of NextEra Energy worth $955K as of Q4 2025.
  • Clarius Group LLC sold 86 NextEra Energy shares in Q4 2025, an estimated $7.12K.
  • NextEra Energy made up 0.05% of Clarius Group LLC's portfolio in Q4 2025, its #129 holding.
  • Clarius Group LLC first reported a position in NextEra Energy in Q1 2019 and has held it in 28 quarters since.
  • Clarius Group LLC's NextEra Energy position peaked at $2.42M in Q1 2021.
  • 2,957 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.