Fiduciary Wealth Partners’s NextEra Energy NEE Stock Holding History

Fiduciary Wealth Partners’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	-2,878	Closed	-$217K	–	94
2025 Q3	$217K	Buy	+2,878	New	+$210K	0.09%	85

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 $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fiduciary Wealth Partners's NEE Position: Q4 2025 in Review

Fiduciary Wealth Partners sold out of NextEra Energy (NEE) in Q4 2025, closing a stake of 2,878 shares — an estimated $217K sold.

Fiduciary Wealth Partners first reported a position in NEE in Q3 2025 and held it in 1 quarter. The position peaked at $217K in Q3 2025. 2,961 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

Fiduciary Wealth Partners reported no remaining NextEra Energy position as of Q4 2025 after selling out during the quarter.
Fiduciary Wealth Partners sold 2,878 NextEra Energy shares in Q4 2025, an estimated $217K.
Fiduciary Wealth Partners first reported a position in NextEra Energy in Q3 2025 and held it in 1 quarter.
Fiduciary Wealth Partners's NextEra Energy position peaked at $217K in Q3 2025.
2,961 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Fiduciary Wealth Partners's 13F filing for Q4 2025, filed 28 Jan 2026.