Cornerstone Advisors’s NextEra Energy NEE Stock Holding History

Cornerstone 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 Q4	–	Sell	-305,200	Closed	-$23M	–	228
2025 Q3	$23M	Hold	305,200	–	–	0.76%	30
2025 Q2	$21.2M	Buy	305,200 +112,000	+58%	+$7.78M	0.73%	32
2025 Q1	$13.7M	Buy	193,200 +46,900	+32%	+$3.31M	0.59%	36
2024 Q4	$10.5M	Hold	146,300	–	–	0.42%	55
2024 Q3	$12.4M	Buy	146,300 +48,500	+50%	+$3.78M	0.49%	44
2024 Q2	$6.93M	Sell	97,800 -11,600	-11%	-$823K	0.28%	92
2024 Q1	$6.99M	Hold	109,400	–	–	0.29%	90
2023 Q4	$6.64M	Sell	109,400 -22,500	-17%	-$1.28M	0.29%	87
2023 Q3	$7.56M	Buy	131,900 +13,100	+11%	+$907K	0.35%	72
2023 Q2	$8.81M	Buy	118,800 +97,300	+453%	+$7.37M	0.42%	67
2023 Q1	$1.66M	Hold	21,500	–	–	0.08%	155
2022 Q4	$1.8M	Hold	21,500	–	–	0.09%	154
2022 Q3	$1.69M	Sell	21,500 -203,000	-90%	-$17.2M	0.08%	163
2022 Q2	$17.4M	Buy	224,500 +74,500	+50%	+$5.67M	0.91%	29
2022 Q1	$12.7M	Hold	150,000	–	–	0.75%	34
2021 Q4	$14M	Buy	+150,000	New	+$13M	0.76%	32
2021 Q3	–	Sell	-170,000	Closed	-$12.5M	–	187
2021 Q2	$12.5M	Buy	170,000 +98,000	+136%	+$7.35M	0.74%	38
2021 Q1	$5.44M	Hold	72,000	–	–	0.48%	59
2020 Q4	$5.55M	Sell	72,000 -28,000	-28%	-$2.09M	0.49%	46
2020 Q3	$6.94M	Sell	100,000 -36,000	-26%	-$2.49M	0.62%	40
2020 Q2	$8.17M	Buy	136,000 +12,000	+10%	+$718K	0.76%	33
2020 Q1	$7.46M	Buy	124,000 +16,000	+15%	+$1.01M	0.82%	34
2019 Q4	$6.54M	Buy	+108,000	New	+$6.31M	0.54%	52
2019 Q1	$5.22M	Hold	108,000	–	–	0.42%	67
2018 Q4	$4.69M	Hold	108,000	–	–	0.41%	66
2018 Q3	$4.53M	Hold	108,000	–	–	0.33%	87
2018 Q2	$4.51M	Hold	108,000	–	–	0.55%	48
2018 Q1	$4.41M	Hold	108,000	–	–	0.52%	59
2017 Q4	$4.22M	Hold	108,000	–	–	0.48%	58
2017 Q3	$3.96M	Buy	108,000 +52,000	+93%	+$1.9M	0.46%	63
2017 Q2	$1.96M	Buy	56,000 +16,000	+40%	+$547K	0.36%	80
2017 Q1	$1.28M	Hold	40,000	–	–	0.23%	104
2016 Q4	$1.2M	Hold	40,000	–	–	0.22%	112
2016 Q3	$1.22M	Hold	40,000	–	–	0.31%	82
2016 Q2	$1.3M	Hold	40,000	–	–	0.32%	86
2016 Q1	$1.18M	Hold	40,000	–	–	0.29%	100
2015 Q4	$1.04M	Hold	40,000	–	–	0.24%	113
2015 Q3	$976K	Buy	40,000 +16,000	+67%	+$407K	0.23%	116
2015 Q2	$588K	Hold	24,000	–	–	0.13%	154
2015 Q1	$624K	Buy	+24,000	New	+$633K	0.13%	162
2014 Q1	–	Sell	-24,000	Closed	-$514K	–	279
2013 Q4	$514K	Hold	24,000	–	–	0.13%	182
2013 Q3	$481K	Sell	24,000 -12,000	-33%	-$248K	0.16%	152
2013 Q2	$733K	Buy	+36,000	New	+$714K	0.29%	104

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 $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cornerstone Advisors's NEE Position: Q4 2025 in Review

Cornerstone Advisors sold out of NextEra Energy (NEE) in Q4 2025, closing a stake of 305,200 shares — an estimated $23M sold.

Cornerstone Advisors first reported a position in NEE in Q2 2013 and held it in 43 quarters. The position peaked at $23M in Q3 2025. 2,959 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

Cornerstone Advisors reported no remaining NextEra Energy position as of Q4 2025 after selling out during the quarter.
Cornerstone Advisors sold 305,200 NextEra Energy shares in Q4 2025, an estimated $23M.
Cornerstone Advisors first reported a position in NextEra Energy in Q2 2013 and held it in 43 quarters.
Cornerstone Advisors's NextEra Energy position peaked at $23M in Q3 2025.
2,959 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Cornerstone Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.