EFG Asset Management (Americas)’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
Q3 | $856K | Sell |
11,333
-1,422
| -11% | -$104K | 0.15% | 121 |
|
|
2025
Q2 | $885K | Sell |
12,755
-2,474
| -16% | -$172K | 0.16% | 121 |
|
|
2025
Q1 | $1.08M | Buy |
15,229
+359
| +2% | +$25.3K | 0.22% | 111 |
|
|
2024
Q4 | $1.07M | Buy |
14,870
+365
| +3% | +$28.4K | 0.21% | 103 |
|
|
2024
Q3 | $1.23M | Sell |
14,505
-189
| -1% | -$14.7K | 0.24% | 98 |
|
|
2024
Q2 | $1.04M | Buy |
14,694
+4,145
| +39% | +$294K | 0.2% | 102 |
|
|
2024
Q1 | $674K | Sell |
10,549
-4,022
| -28% | -$236K | 0.21% | 106 |
|
|
2023
Q4 | $885K | Sell |
14,571
-3,409
| -19% | -$194K | 0.19% | 105 |
|
|
2023
Q3 | $1.03M | Sell |
17,980
-805
| -4% | -$55.7K | 0.25% | 95 |
|
|
2023
Q2 | $1.39M | Sell |
18,785
-80,797
| -81% | -$6.12M | 0.32% | 84 |
|
|
2023
Q1 | $7.68M | Buy |
99,582
+2,035
| +2% | +$156K | 1.84% | 12 |
|
|
2022
Q4 | $8.15M | Sell |
97,547
-4,336
| -4% | -$350K | 2.02% | 11 |
|
|
2022
Q3 | $8.01M | Sell |
101,883
-2,806
| -3% | -$238K | 2.03% | 12 |
|
|
2022
Q2 | $8.13M | Sell |
104,689
-3
| -0% | -$228 | 1.92% | 15 |
|
|
2022
Q1 | $8.89M | Buy |
104,692
+30,569
| +41% | +$2.45M | 1.65% | 18 |
|
|
2021
Q4 | $6.94M | Sell |
74,123
-1,983
| -3% | -$171K | 1.17% | 31 |
|
|
2021
Q3 | $5.99M | Buy |
76,106
+5,003
| +7% | +$403K | 1.07% | 31 |
|
|
2021
Q2 | $5.22M | Buy |
71,103
+1,631
| +2% | +$122K | 0.97% | 34 |
|
|
2021
Q1 | $5.26M | Buy |
69,472
+142
| +0.2% | +$11.1K | 1.08% | 30 |
|
|
2020
Q4 | $5.35M | Buy |
69,330
+2,278
| +3% | +$170K | 1.09% | 34 |
|
|
2020
Q3 | $4.65M | Sell |
67,052
-35,124
| -34% | -$2.42M | 1.05% | 34 |
|
|
2020
Q2 | $6.13M | Buy |
102,176
+25,392
| +33% | +$1.52M | 1.59% | 18 |
|
|
2020
Q1 | $4.62M | Buy |
76,784
+1,168
| +2% | +$73.4K | 1.48% | 20 |
|
|
2019
Q4 | $4.58M | Sell |
75,616
-16,232
| -18% | -$948K | 1.21% | 28 |
|
|
2019
Q3 | $5.35M | Buy |
91,848
+3,252
| +4% | +$176K | 1.61% | 19 |
|
|
2019
Q2 | $4.54M | Buy |
88,596
+740
| +0.8% | +$36.4K | 1.29% | 27 |
|
|
2019
Q1 | $4.25M | Buy |
87,856
+29,808
| +51% | +$1.36M | 1.29% | 26 |
|
|
2018
Q4 | $2.52M | Sell |
58,048
-584
| -1% | -$25.5K | 0.91% | 47 |
|
|
2018
Q3 | $2.46M | Sell |
58,632
-660
| -1% | -$28.1K | 0.7% | 56 |
|
|
2018
Q2 | $2.48M | Buy |
59,292
+11,128
| +23% | +$449K | 0.75% | 43 |
|
|
2018
Q1 | $1.97M | Sell |
48,164
-13,284
| -22% | -$512K | 0.82% | 36 |
|
|
2017
Q4 | $2.4M | Sell |
61,448
-2,336
| -4% | -$90.2K | 0.87% | 36 |
|
|
2017
Q3 | $2.34M | Buy |
63,784
+1,776
| +3% | +$65.1K | 0.89% | 35 |
|
|
2017
Q2 | $2.17M | Buy |
62,008
+2,376
| +4% | +$81.2K | 0.82% | 37 |
|
|
2017
Q1 | $1.91M | Buy |
59,632
+4,356
| +8% | +$137K | 0.74% | 42 |
|
|
2016
Q4 | $1.65M | Sell |
55,276
-120
| -0.2% | -$3.59K | 0.72% | 45 |
|
|
2016
Q3 | $1.69M | Sell |
55,396
-12
| -0% | -$378 | 0.72% | 43 |
|
|
2016
Q2 | $1.81M | Buy |
55,408
+11,716
| +27% | +$352K | 0.85% | 35 |
|
|
2016
Q1 | $1.29M | Buy |
+43,692
| New | +$1.23M | 0.65% | 41 |
|
|
2015
Q2 | – | Sell |
-520
| Closed | -$14K | – | 132 |
|
|
2015
Q1 | $14K | Hold |
520
| – | – | 0.01% | 130 |
|
|
2014
Q4 | $14K | Buy |
+520
| New | +$13.1K | 0.01% | 185 |
|
Other funds holding NEE
EFG Asset Management (Americas)'s NEE Position: Q3 2025 in Review
EFG Asset Management (Americas) reduced its NextEra Energy (NEE) stake by 11% in Q3 2025, selling an estimated $104K and leaving 11,333 shares worth $856K. The position accounts for 0.15% of the portfolio, ranked #121.
EFG Asset Management (Americas) first reported a position in NEE in Q4 2014 and has held it in 41 quarters since. The position peaked at $8.89M in Q1 2022. 2,749 funds tracked by Wall St. Rank hold NEE as of Q3 2025.
- EFG Asset Management (Americas) held 11,333 shares of NextEra Energy worth $856K as of Q3 2025.
- EFG Asset Management (Americas) sold 1,422 NextEra Energy shares in Q3 2025, an estimated $104K.
- NextEra Energy made up 0.15% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #121 holding.
- EFG Asset Management (Americas) first reported a position in NextEra Energy in Q4 2014 and has held it in 41 quarters since.
- EFG Asset Management (Americas)'s NextEra Energy position peaked at $8.89M in Q1 2022.
- 2,749 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.
Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.