Consolidated Portfolio Review Corp’s NextEra Energy NEE Stock Holding History

Consolidated Portfolio Review Corp’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	-7,252	Closed	-$545K	–	268
2025 Q3	$545K	Sell	7,252 -576	-7%	-$42.1K	0.07%	255
2025 Q2	$543K	Buy	7,828 +107	+1%	+$7.43K	0.08%	240
2025 Q1	$547K	Buy	7,721 +542	+8%	+$38.3K	0.09%	213
2024 Q4	$515K	Buy	7,179 +1,220	+20%	+$94.8K	0.08%	228
2024 Q3	$504K	Buy	5,959 +382	+7%	+$29.8K	0.11%	190
2024 Q2	$395K	Buy	5,577 +1,601	+40%	+$114K	0.09%	195
2024 Q1	$254K	Sell	3,976 -7,973	-67%	-$467K	0.07%	231
2023 Q4	$726K	Buy	11,949 +266	+2%	+$15.2K	0.17%	140
2023 Q3	$669K	Buy	11,683 +859	+8%	+$59.5K	0.16%	145
2023 Q2	$803K	Buy	10,824 +917	+9%	+$69.4K	0.19%	124
2023 Q1	$764K	Buy	+9,907	New	+$762K	0.21%	120

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

Consolidated Portfolio Review Corp's NEE Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of NextEra Energy (NEE) in Q4 2025, closing a stake of 7,252 shares — an estimated $545K sold.

Consolidated Portfolio Review Corp first reported a position in NEE in Q1 2023 and held it in 11 quarters. The position peaked at $803K in Q2 2023. 2,961 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining NextEra Energy position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 7,252 NextEra Energy shares in Q4 2025, an estimated $545K.
Consolidated Portfolio Review Corp first reported a position in NextEra Energy in Q1 2023 and held it in 11 quarters.
Consolidated Portfolio Review Corp's NextEra Energy position peaked at $803K in Q2 2023.
2,961 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.