Cottonwood Capital Advisors’s NextEra Energy NEE Stock Holding History

Cottonwood Capital 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	–	Sell	-3,100	Closed	-$215K	–	117
2025 Q2	$215K	Hold	3,100	–	–	0.14%	121
2025 Q1	$220K	Sell	3,100 -581	-16%	-$41K	0.16%	112
2024 Q4	$264K	Buy	3,681 +586	+19%	+$45.5K	0.19%	102
2024 Q3	$262K	Sell	3,095 -212	-6%	-$16.5K	0.19%	95
2024 Q2	$239K	Sell	3,307 -464	-12%	-$32.9K	0.19%	99
2024 Q1	$237K	Sell	3,771 -557	-13%	-$32.6K	0.19%	105
2023 Q4	$263K	Buy	+4,328	New	+$247K	0.22%	99

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Cottonwood Capital Advisors's NEE Position: Q3 2025 in Review

Cottonwood Capital Advisors sold out of NextEra Energy (NEE) in Q3 2025, closing a stake of 3,100 shares — an estimated $215K sold.

Cottonwood Capital Advisors first reported a position in NEE in Q4 2023 and held it in 7 quarters. The position peaked at $264K in Q4 2024. 2,749 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

Cottonwood Capital Advisors reported no remaining NextEra Energy position as of Q3 2025 after selling out during the quarter.
Cottonwood Capital Advisors sold 3,100 NextEra Energy shares in Q3 2025, an estimated $215K.
Cottonwood Capital Advisors first reported a position in NextEra Energy in Q4 2023 and held it in 7 quarters.
Cottonwood Capital Advisors's NextEra Energy position peaked at $264K in Q4 2024.
2,749 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Cottonwood Capital Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.