Cypress Asset Management’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $497K | Sell |
6,197
-250
| -4% | -$20.7K | 0.11% | 88 |
|
|
2025
Q3 | $487K | Sell |
6,447
-1,400
| -18% | -$102K | 0.11% | 85 |
|
|
2025
Q2 | $545K | Hold |
7,847
| – | – | 0.13% | 84 |
|
|
2025
Q1 | $556K | Sell |
7,847
-250
| -3% | -$17.6K | 0.15% | 82 |
|
|
2024
Q4 | $616K | Sell |
8,097
-621
| -7% | -$48.2K | 0.15% | 80 |
|
|
2024
Q3 | $737K | Buy |
8,718
+500
| +6% | +$39K | 0.18% | 76 |
|
|
2024
Q2 | $617K | Sell |
8,218
-3,450
| -30% | -$245K | 0.16% | 78 |
|
|
2024
Q1 | $778K | Sell |
11,668
-6,400
| -35% | -$375K | 0.21% | 79 |
|
|
2023
Q4 | $1.1M | Sell |
18,068
-1,472
| -8% | -$83.9K | 0.33% | 66 |
|
|
2023
Q3 | $1.12M | Sell |
19,540
-330
| -2% | -$22.8K | 0.37% | 65 |
|
|
2023
Q2 | $1.47M | Sell |
19,870
-120
| -0.6% | -$9.09K | 0.47% | 56 |
|
|
2023
Q1 | $1.54M | Sell |
19,990
-60
| -0.3% | -$4.61K | 0.53% | 55 |
|
|
2022
Q4 | $1.68M | Sell |
20,050
-110
| -0.5% | -$8.89K | 0.61% | 52 |
|
|
2022
Q3 | $1.58M | Hold |
20,160
| – | – | 0.61% | 52 |
|
|
2022
Q2 | $1.56M | Hold |
20,160
| – | – | 0.56% | 58 |
|
|
2022
Q1 | $1.71M | Sell |
20,160
-310
| -2% | -$24.8K | 0.5% | 64 |
|
|
2021
Q4 | $1.91M | Sell |
20,470
-860
| -4% | -$74.3K | 0.45% | 68 |
|
|
2021
Q3 | $1.68M | Hold |
21,330
| – | – | 0.43% | 69 |
|
|
2021
Q2 | $1.56M | Hold |
21,330
| – | – | 0.4% | 72 |
|
|
2021
Q1 | $1.61M | Buy |
21,330
+50
| +0.2% | +$3.9K | 0.45% | 69 |
|
|
2020
Q4 | $1.64M | Buy |
21,280
+1,860
| +10% | +$139K | 0.46% | 69 |
|
|
2020
Q3 | $1.35M | Sell |
19,420
-860
| -4% | -$59.4K | 0.42% | 74 |
|
|
2020
Q2 | $1.22M | Sell |
20,280
-976
| -5% | -$58.4K | 0.41% | 76 |
|
|
2020
Q1 | $1.28M | Sell |
21,256
-1,680
| -7% | -$106K | 0.55% | 61 |
|
|
2019
Q4 | $1.39M | Sell |
22,936
-3,160
| -12% | -$184K | 0.47% | 70 |
|
|
2019
Q3 | $1.52M | Sell |
26,096
-1,004
| -4% | -$54.3K | 0.53% | 61 |
|
|
2019
Q2 | $1.39M | Buy |
27,100
+13,860
| +105% | +$682K | 0.47% | 67 |
|
|
2019
Q1 | $640K | Sell |
13,240
-2,080
| -14% | -$95.1K | 0.22% | 102 |
|
|
2018
Q4 | $666K | Sell |
15,320
-3,860
| -20% | -$169K | 0.25% | 97 |
|
|
2018
Q3 | $804K | Sell |
19,180
-3,940
| -17% | -$168K | 0.24% | 100 |
|
|
2018
Q2 | $965K | Buy |
23,120
+13,640
| +144% | +$551K | 0.29% | 92 |
|
|
2018
Q1 | $387K | Sell |
9,480
-128,660
| -93% | -$4.96M | 0.11% | 131 |
|
|
2017
Q4 | $5.39M | Sell |
138,140
-7,100
| -5% | -$274K | 1.16% | 28 |
|
|
2017
Q3 | $5.32M | Buy |
145,240
+126,940
| +694% | +$4.65M | 1.15% | 29 |
|
|
2017
Q2 | $641K | Sell |
18,300
-2,820
| -13% | -$96.4K | 0.13% | 120 |
|
|
2017
Q1 | $678K | Sell |
21,120
-1,020
| -5% | -$32.1K | 0.13% | 128 |
|
|
2016
Q4 | $661K | Sell |
22,140
-81,836
| -79% | -$2.45M | 0.13% | 131 |
|
|
2016
Q3 | $3.18M | Sell |
103,976
-200
| -0.2% | -$6.3K | 0.63% | 50 |
|
|
2016
Q2 | $3.4M | Buy |
104,176
+92,380
| +783% | +$2.77M | 0.68% | 47 |
|
|
2016
Q1 | $349K | Sell |
11,796
-400
| -3% | -$11.2K | 0.07% | 156 |
|
|
2015
Q4 | $317K | Sell |
12,196
-1,200
| -9% | -$30.4K | 0.06% | 157 |
|
|
2015
Q3 | $327K | Sell |
13,396
-4,000
| -23% | -$102K | 0.07% | 152 |
|
|
2015
Q2 | $426K | Buy |
17,396
+4,000
| +30% | +$102K | 0.08% | 147 |
|
|
2015
Q1 | $348K | Buy |
+13,396
| New | +$353K | 0.07% | 156 |
|
Other funds holding NEE
Cypress Asset Management's NEE Position: Q4 2025 in Review
Cypress Asset Management reduced its NextEra Energy (NEE) stake by 3.9% in Q4 2025, selling an estimated $20.7K and leaving 6,197 shares worth $497K. The position accounts for 0.11% of the portfolio, ranked #88.
Cypress Asset Management first reported a position in NEE in Q1 2015 and has held it in 44 quarters since. The position peaked at $5.39M in Q4 2017. 2,956 funds tracked by Wall St. Rank hold NEE as of Q4 2025.
- Cypress Asset Management held 6,197 shares of NextEra Energy worth $497K as of Q4 2025.
- Cypress Asset Management sold 250 NextEra Energy shares in Q4 2025, an estimated $20.7K.
- NextEra Energy made up 0.11% of Cypress Asset Management's portfolio in Q4 2025, its #88 holding.
- Cypress Asset Management first reported a position in NextEra Energy in Q1 2015 and has held it in 44 quarters since.
- Cypress Asset Management's NextEra Energy position peaked at $5.39M in Q4 2017.
- 2,956 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.
Based on Cypress Asset Management's 13F filing for Q4 2025, filed 29 Jan 2026.