FORA Capital’s NextEra Energy NEE Stock Holding History

FORA Capital’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	-4,577	Closed	-$346K	–	579
2025 Q3	$346K	Buy	+4,577	New	+$334K	0.06%	349
2025 Q1	–	Sell	-10,190	Closed	-$731K	–	608
2024 Q4	$731K	Buy	+10,190	New	+$792K	0.08%	223
2023 Q2	–	Sell	-39,832	Closed	-$3.07M	–	528
2023 Q1	$3.07M	Sell	39,832 -1,529	-4%	-$118K	0.31%	99
2022 Q4	$3.46M	Sell	41,361 -8,480	-17%	-$685K	0.56%	44
2022 Q3	$3.91M	Buy	+49,841	New	+$4.23M	0.75%	23
2022 Q1	–	Sell	-13,108	Closed	-$1.22M	–	592
2021 Q4	$1.22M	Sell	13,108 -30,939	-70%	-$2.67M	0.47%	56
2021 Q3	$3.46M	Buy	44,047 +12,074	+38%	+$974K	0.87%	22
2021 Q2	$2.34M	Buy	+31,973	New	+$2.4M	0.44%	53
2020 Q4	–	Sell	-1,196	Closed	-$83K	–	1062
2020 Q3	$83K	Sell	1,196 -5,676	-83%	-$392K	0.05%	340
2020 Q2	$413K	Sell	6,872 -36,024	-84%	-$2.16M	0.14%	189
2020 Q1	$2.58M	Sell	42,896 -79,772	-65%	-$5.01M	0.56%	26
2019 Q4	$7.43M	Buy	+122,668	New	+$7.16M	0.75%	20

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

FORA Capital's NEE Position: Q4 2025 in Review

FORA Capital sold out of NextEra Energy (NEE) in Q4 2025, closing a stake of 4,577 shares — an estimated $346K sold.

FORA Capital first reported a position in NEE in Q4 2019 and held it in 12 quarters. The position peaked at $7.43M in Q4 2019. 2,961 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

FORA Capital reported no remaining NextEra Energy position as of Q4 2025 after selling out during the quarter.
FORA Capital sold 4,577 NextEra Energy shares in Q4 2025, an estimated $346K.
FORA Capital first reported a position in NextEra Energy in Q4 2019 and held it in 12 quarters.
FORA Capital's NextEra Energy position peaked at $7.43M in Q4 2019.
2,961 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on FORA Capital's 13F filing for Q4 2025, filed 13 Feb 2026.