Dock Street Asset Management’s NextEra Energy NEE Stock Holding History

Dock Street Asset Management’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	-13,721	Closed	-$1.04M	–	52
2025 Q3	$1.04M	Buy	13,721 +10	+0.1%	+$731	0.09%	30
2025 Q2	$952K	Hold	13,711	–	–	0.09%	30
2025 Q1	$972K	Buy	+13,711	New	+$968K	0.11%	34

Other funds holding NEE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Dock Street Asset Management's NEE Position: Q4 2025 in Review

Dock Street Asset Management sold out of NextEra Energy (NEE) in Q4 2025, closing a stake of 13,721 shares — an estimated $1.04M sold.

Dock Street Asset Management first reported a position in NEE in Q1 2025 and held it in 3 quarters. The position peaked at $1.04M in Q3 2025. 2,959 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

Dock Street Asset Management reported no remaining NextEra Energy position as of Q4 2025 after selling out during the quarter.
Dock Street Asset Management sold 13,721 NextEra Energy shares in Q4 2025, an estimated $1.04M.
Dock Street Asset Management first reported a position in NextEra Energy in Q1 2025 and held it in 3 quarters.
Dock Street Asset Management's NextEra Energy position peaked at $1.04M in Q3 2025.
2,959 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Dock Street Asset Management's 13F filing for Q4 2025, filed 15 Jan 2026.