Financial Insights’s NextEra Energy NEE Stock Holding History

Financial Insights’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	-2,983	Closed	-$225K	–	138
2025 Q3	$225K	Buy	+2,983	New	+$218K	0.07%	129
2023 Q2	–	Sell	-4,349	Closed	-$335K	–	158
2023 Q1	$335K	Sell	4,349 -2,746	-39%	-$211K	0.14%	123
2022 Q4	$593K	Buy	7,095 +2,249	+46%	+$182K	0.28%	68
2022 Q3	$380K	Buy	+4,846	New	+$411K	0.26%	82

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

Financial Insights's NEE Position: Q4 2025 in Review

Financial Insights sold out of NextEra Energy (NEE) in Q4 2025, closing a stake of 2,983 shares — an estimated $225K sold.

Financial Insights first reported a position in NEE in Q3 2022 and held it in 4 quarters. The position peaked at $593K in Q4 2022. 2,961 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

Financial Insights reported no remaining NextEra Energy position as of Q4 2025 after selling out during the quarter.
Financial Insights sold 2,983 NextEra Energy shares in Q4 2025, an estimated $225K.
Financial Insights first reported a position in NextEra Energy in Q3 2022 and held it in 4 quarters.
Financial Insights's NextEra Energy position peaked at $593K in Q4 2022.
2,961 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Financial Insights's 13F filing for Q4 2025, filed 1 Apr 2026.