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Cynosure Group’s NextEra Energy NEE Stock Holding History

Cynosure Group’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
-5,523
Closed -$417K – 484
2025
Q3 		$417K Hold
5,523
– – 0.05% 264
2025
Q2 		$383K Sell
5,523
-141
-2% -$9.79K 0.04% 319
2025
Q1 		$402K Buy
5,664
+880
+18% +$62.1K 0.06% 158
2024
Q4 		$343K Sell
4,784
-844
-15% -$65.6K 0.05% 172
2024
Q3 		$476K Sell
5,628
-303
-5% -$23.6K 0.07% 166
2024
Q2 		$420K Sell
5,931
-371
-6% -$26.3K 0.07% 167
2024
Q1 		$403K Buy
+6,302
New +$369K 0.07% 141

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cynosure Group's NEE Position: Q4 2025 in Review

Cynosure Group sold out of NextEra Energy (NEE) in Q4 2025, closing a stake of 5,523 shares — an estimated $417K sold.

Cynosure Group first reported a position in NEE in Q1 2024 and held it in 7 quarters. The position peaked at $476K in Q3 2024. 2,961 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

  • Cynosure Group reported no remaining NextEra Energy position as of Q4 2025 after selling out during the quarter.
  • Cynosure Group sold 5,523 NextEra Energy shares in Q4 2025, an estimated $417K.
  • Cynosure Group first reported a position in NextEra Energy in Q1 2024 and held it in 7 quarters.
  • Cynosure Group's NextEra Energy position peaked at $476K in Q3 2024.
  • 2,961 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

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