Covalis Capital’s NextEra Energy NEE Stock Holding History

Covalis Capital’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	-247,384	Closed	-$18.7M	–	90
2025 Q3	$18.7M	Buy	+247,384	New	+$18.1M	2.18%	14
2024 Q3	–	Sell	-197,510	Closed	-$14M	–	75
2024 Q2	$14M	Sell	197,510 -1,711,274	-90%	-$121M	1.9%	18
2024 Q1	$122M	Buy	1,908,784 +1,681,573	+740%	+$98.5M	15.05%	1
2023 Q4	$13.8M	Buy	+227,211	New	+$12.9M	2.24%	13
2023 Q2	–	Sell	-26,249	Closed	-$2.02M	–	49
2023 Q1	$2.02M	Sell	26,249 -35,351	-57%	-$2.72M	0.57%	29
2022 Q4	$5.15M	Hold	61,600	–	–	1.22%	21
2022 Q3	$4.83M	Sell	61,600 -268,306	-81%	-$22.8M	1.11%	29
2022 Q2	$25.6M	Buy	+329,906	New	+$25.1M	4.92%	4
2018 Q1	–	Sell	-54,068	Closed	-$2.11M	–	36
2017 Q4	$2.11M	Buy	+54,068	New	+$2.09M	1.33%	24

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

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

Covalis Capital's NEE Position: Q4 2025 in Review

Covalis Capital sold out of NextEra Energy (NEE) in Q4 2025, closing a stake of 247,384 shares — an estimated $18.7M sold.

Covalis Capital first reported a position in NEE in Q4 2017 and held it in 9 quarters. The position peaked at $122M in Q1 2024. 2,956 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

Covalis Capital reported no remaining NextEra Energy position as of Q4 2025 after selling out during the quarter.
Covalis Capital sold 247,384 NextEra Energy shares in Q4 2025, an estimated $18.7M.
Covalis Capital first reported a position in NextEra Energy in Q4 2017 and held it in 9 quarters.
Covalis Capital's NextEra Energy position peaked at $122M in Q1 2024.
2,956 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Covalis Capital's 13F filing for Q4 2025, filed 17 Feb 2026.