Connor, Clark & Lunn Investment Management (CC&L)’s NextEra Energy NEE Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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	–	Sell	-133,954	Closed	-$10.1M	–	1697
2025 Q3	$10.1M	Buy	133,954 +105,596	+372%	+$7.72M	0.03%	405
2025 Q2	$1.97M	Buy	+28,358	New	+$1.97M	0.01%	869
2025 Q1	–	Sell	-142,602	Closed	-$10.2M	–	1537
2024 Q4	$10.2M	Buy	142,602 +78,937	+124%	+$6.13M	0.05%	312
2024 Q3	$5.38M	Buy	+63,665	New	+$4.97M	0.03%	416
2024 Q2	–	Sell	-15,339	Closed	-$980K	–	1576
2024 Q1	$980K	Buy	+15,339	New	+$899K	﹤0.01%	896
2023 Q4	–	Sell	-18,728	Closed	-$1.07M	–	1501
2023 Q3	$1.07M	Buy	18,728 +10,720	+134%	+$742K	0.01%	792
2023 Q2	$594K	Sell	8,008 -65,503	-89%	-$4.96M	﹤0.01%	939
2023 Q1	$5.67M	Buy	+73,511	New	+$5.65M	0.03%	346
2022 Q4	–	Sell	-227,120	Closed	-$17.8M	–	1359
2022 Q3	$17.8M	Buy	227,120 +32,947	+17%	+$2.8M	0.12%	134
2022 Q2	$15M	Sell	194,173 -48,896	-20%	-$3.72M	0.09%	162
2022 Q1	$20.6M	Sell	243,069 -466,335	-66%	-$37.4M	0.1%	155
2021 Q4	$66.2M	Buy	709,404 +160,166	+29%	+$13.8M	0.32%	65
2021 Q3	$43.1M	Buy	549,238 +203,544	+59%	+$16.4M	0.23%	91
2021 Q2	$25.3M	Buy	345,694 +13,321	+4%	+$1,000K	0.13%	147
2021 Q1	$25.1M	Sell	332,373 -129,618	-28%	-$10.1M	0.14%	130
2020 Q4	$35.6M	Buy	461,991 +142,051	+44%	+$10.6M	0.21%	96
2020 Q3	$22.2M	Sell	319,940 -252,744	-44%	-$17.4M	0.15%	127
2020 Q2	$34.4M	Buy	572,684 +444,284	+346%	+$26.6M	0.24%	80
2020 Q1	$7.72M	Buy	128,400 +118,700	+1,224%	+$7.46M	0.07%	194
2019 Q4	$587K	Buy	+9,700	New	+$566K	﹤0.01%	644
2019 Q2	–	Sell	-336,500	Closed	-$16.3M	–	1049
2019 Q1	$16.3M	Sell	336,500 -169,000	-33%	-$7.73M	0.11%	140
2018 Q4	$22M	Sell	505,500 -238,100	-32%	-$10.4M	0.15%	114
2018 Q3	$31.2M	Buy	743,600 +210,600	+40%	+$8.97M	0.18%	100
2018 Q2	$22.3M	Buy	533,000 +438,200	+462%	+$17.7M	0.13%	126
2018 Q1	$3.87M	Sell	94,800 -43,000	-31%	-$1.66M	0.02%	324
2017 Q4	$5.38M	Buy	+137,800	New	+$5.32M	0.03%	281
2017 Q2	–	Sell	-138,844	Closed	-$4.46M	–	898
2017 Q1	$4.46M	Sell	138,844 -159,656	-53%	-$5.02M	0.03%	263
2016 Q4	$8.91M	Buy	298,500 +265,200	+796%	+$7.92M	0.06%	179
2016 Q3	$1.02M	Buy	33,300 +20,300	+156%	+$640K	0.01%	465
2016 Q2	$424K	Sell	13,000 -18,800	-59%	-$564K	﹤0.01%	612
2016 Q1	$941K	Buy	+31,800	New	+$893K	0.01%	469
2015 Q4	–	Sell	-45,620	Closed	-$1.11M	–	850
2015 Q3	$1.11M	Sell	45,620 -39,600	-46%	-$1.01M	0.01%	383
2015 Q2	$2.09M	Hold	85,220	–	–	0.02%	237
2015 Q1	$2.22M	Sell	85,220 -85,200	-50%	-$2.25M	0.02%	219
2014 Q4	$4.53M	Sell	170,420 -81,200	-32%	-$2.05M	0.04%	164
2014 Q3	$5.91M	Sell	251,620 -67,600	-21%	-$1.63M	0.05%	129
2014 Q2	$8.71M	Buy	319,220 +57,200	+22%	+$1.39M	0.06%	125
2014 Q1	$6.91M	Buy	262,020 +208,400	+389%	+$4.72M	0.05%	139
2013 Q4	$1.22M	Buy	+53,620	New	+$1.13M	0.01%	335

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Connor, Clark & Lunn Investment Management (CC&L)'s NEE Position: Q4 2025 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of NextEra Energy (NEE) in Q4 2025, closing a stake of 133,954 shares — an estimated $10.1M sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in NEE in Q4 2013 and held it in 39 quarters. The position peaked at $66.2M in Q4 2021. 2,961 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining NextEra Energy position as of Q4 2025 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 133,954 NextEra Energy shares in Q4 2025, an estimated $10.1M.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in NextEra Energy in Q4 2013 and held it in 39 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s NextEra Energy position peaked at $66.2M in Q4 2021.
2,961 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q4 2025, filed 10 Feb 2026.