Court Place Advisors’s NextEra Energy NEE Stock Holding History

Court Place 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	$1.23M	Sell	16,289 -508	-3%	-$37.1K	0.37%	57
2025 Q2	$1.17M	Hold	16,797	–	–	0.37%	60
2025 Q1	$1.19M	Buy	16,797 +55	+0.3%	+$3.88K	0.4%	57
2024 Q4	$1.2M	Sell	16,742 -2,503	-13%	-$194K	0.39%	54
2024 Q3	$1.63M	Hold	19,245	–	–	0.47%	51
2024 Q2	$1.36M	Sell	19,245 -400	-2%	-$28.4K	0.43%	54
2024 Q1	$1.26M	Sell	19,645 -400	-2%	-$23.4K	0.41%	56
2023 Q4	$1.22M	Sell	20,045 -250	-1%	-$14.2K	0.4%	58
2023 Q3	$1.16M	Sell	20,295 -300	-1%	-$20.8K	0.41%	60
2023 Q2	$1.53M	Sell	20,595 -400	-2%	-$30.3K	0.54%	47
2023 Q1	$1.62M	Hold	20,995	–	–	0.59%	46
2022 Q4	$1.76M	Buy	20,995 +257	+1%	+$20.8K	0.64%	40
2022 Q3	$1.63M	Hold	20,738	–	–	0.65%	39
2022 Q2	$1.61M	Hold	20,738	–	–	0.61%	44
2022 Q1	$1.76M	Sell	20,738 -3,200	-13%	-$256K	0.57%	47
2021 Q4	$2.23M	Sell	23,938 -1,064	-4%	-$92K	0.62%	44
2021 Q3	$1.96M	Buy	25,002 +216	+0.9%	+$17.4K	0.58%	49
2021 Q2	$1.82M	Hold	24,786	–	–	0.53%	55
2021 Q1	$1.87M	Sell	24,786 -100	-0.4%	-$7.8K	0.58%	47
2020 Q4	$1.92M	Sell	24,886 -2	-0%	-$150	0.64%	43
2020 Q3	$1.73M	Hold	24,888	–	–	0.65%	43
2020 Q2	$1.49M	Sell	24,888 -200	-0.8%	-$12K	0.58%	47
2020 Q1	$1.51M	Sell	25,088 -2,000	-7%	-$126K	0.68%	41
2019 Q4	$1.64M	Sell	27,088 -680	-2%	-$39.7K	0.59%	43
2019 Q3	$1.62M	Sell	27,768 -800	-3%	-$43.3K	0.63%	41
2019 Q2	$1.46M	Hold	28,568	–	–	0.58%	46
2019 Q1	$1.38M	Hold	28,568	–	–	0.56%	46
2018 Q4	$1.24M	Hold	28,568	–	–	0.57%	48
2018 Q3	$1.2M	Sell	28,568 -92	-0.3%	-$3.92K	0.45%	55
2018 Q2	$1.2M	Hold	28,660	–	–	0.5%	52
2018 Q1	$1.17M	Buy	28,660 +12	+0%	+$463	0.49%	56
2017 Q4	$1.12M	Sell	28,648 -392	-1%	-$15.1K	0.46%	58
2017 Q3	$1.06M	Sell	29,040 -472	-2%	-$17.3K	0.47%	57
2017 Q2	$1.03M	Sell	29,512 -788	-3%	-$26.9K	0.49%	59
2017 Q1	$972K	Sell	30,300 -228	-0.7%	-$7.17K	0.48%	59
2016 Q4	$912K	Buy	30,528 +5,080	+20%	+$152K	0.47%	60
2016 Q3	$778K	Sell	25,448 -192	-0.7%	-$6.05K	0.43%	60
2016 Q2	$836K	Buy	25,640 +184	+0.7%	+$5.52K	0.48%	53
2016 Q1	$753K	Hold	25,456	–	–	0.47%	52
2015 Q4	$661K	Buy	25,456 +40	+0.2%	+$1.01K	0.42%	57
2015 Q3	$620K	Buy	25,416 +60	+0.2%	+$1.53K	0.43%	57
2015 Q2	$621K	Hold	25,356	–	–	0.4%	63
2015 Q1	$660K	Hold	25,356	–	–	0.42%	60
2014 Q4	$674K	Buy	25,356 +80	+0.3%	+$2.02K	0.44%	59
2014 Q3	$593K	Hold	25,276	–	–	0.4%	61
2014 Q2	$648K	Hold	25,276	–	–	0.45%	57
2014 Q1	$604K	Hold	25,276	–	–	0.44%	58
2013 Q4	$541K	Buy	+25,276	New	+$533K	0.41%	59

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

Court Place Advisors's NEE Position: Q3 2025 in Review

Court Place Advisors reduced its NextEra Energy (NEE) stake by 3% in Q3 2025, selling an estimated $37.1K and leaving 16,289 shares worth $1.23M. The position accounts for 0.37% of the portfolio, ranked #57.

Court Place Advisors first reported a position in NEE in Q4 2013 and has held it in 48 quarters since. The position peaked at $2.23M in Q4 2021. 2,750 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

Court Place Advisors held 16,289 shares of NextEra Energy worth $1.23M as of Q3 2025.
Court Place Advisors sold 508 NextEra Energy shares in Q3 2025, an estimated $37.1K.
NextEra Energy made up 0.37% of Court Place Advisors's portfolio in Q3 2025, its #57 holding.
Court Place Advisors first reported a position in NextEra Energy in Q4 2013 and has held it in 48 quarters since.
Court Place Advisors's NextEra Energy position peaked at $2.23M in Q4 2021.
2,750 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.