Global Retirement Partners’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
Q4
$7.49M Buy
93,249
+27,208
+41% +$2.25M 0.13% 147
2025
Q3
$4.99M Sell
66,041
-34,979
-35% -$2.56M 0.11% 168
2025
Q2
$7.01M Buy
+101,020
New +$7.02M 0.17% 112
2024
Q4
$7.85M Sell
109,434
-52
-0% -$4.04K 0.22% 92
2024
Q3
$9.25M Sell
109,486
-1,250
-1% -$97.5K 0.28% 81
2024
Q2
$7.84M Buy
110,736
+16,976
+18% +$1.2M 0.25% 84
2024
Q1
$5.99M Buy
93,760
+4,464
+5% +$262K 0.22% 100
2023
Q4
$5.39M Buy
89,296
+6,669
+8% +$380K 0.23% 93
2023
Q3
$4.18M Buy
82,627
+4,019
+5% +$278K 0.21% 101
2023
Q2
$5.83M Buy
78,608
+7,292
+10% +$552K 0.28% 78
2023
Q1
$5.38M Buy
71,316
+4,546
+7% +$350K 0.29% 75
2022
Q4
$5.58M Sell
66,770
-15,332
-19% -$1.24M 0.38% 52
2022
Q3
$6.36M Buy
82,102
+1,586
+2% +$135K 0.48% 36
2022
Q2
$6.24M Sell
80,516
-446
-0.6% -$34K 0.5% 34
2022
Q1
$6.04M Buy
80,962
+38,545
+91% +$3.09M 0.48% 40
2021
Q4
$3.96M Buy
42,417
+8,046
+23% +$695K 3.07% 7
2021
Q3
$2.7M Buy
34,371
+1,982
+6% +$160K 0.27% 76
2021
Q2
$2.37M Buy
32,389
+2,478
+8% +$186K 0.24% 87
2021
Q1
$2.26M Buy
29,911
+16,062
+116% +$1.25M 0.26% 74
2020
Q4
$1.07M Buy
13,849
+1,633
+13% +$122K 0.13% 149
2020
Q3
$848K Buy
12,216
+852
+7% +$58.8K 0.12% 162
2020
Q2
$682K Sell
11,364
-4
-0% -$239 0.11% 182
2020
Q1
$684K Buy
11,368
+1,060
+10% +$66.6K 0.13% 155
2019
Q4
$624K Sell
10,308
-9,828
-49% -$574K 0.1% 197
2019
Q3
$1.17M Buy
20,136
+12,760
+173% +$691K 0.19% 119
2019
Q2
$378K Buy
7,376
+148
+2% +$7.28K 0.07% 227
2019
Q1
$349K Sell
7,228
-984
-12% -$45K 0.08% 205
2018
Q4
$357K Buy
8,212
+5,048
+160% +$221K 0.09% 209
2018
Q3
$133K Sell
3,164
-352
-10% -$15K 0.03% 356
2018
Q2
$147K Sell
3,516
-116
-3% -$4.68K 0.04% 329
2018
Q1
$148K Buy
3,632
+36
+1% +$1.39K 0.04% 327
2017
Q4
$140K Buy
3,596
+424
+13% +$16.4K 0.04% 305
2017
Q3
$116K Sell
3,172
-88
-3% -$3.22K 0.05% 300
2017
Q2
$114K Buy
3,260
+72
+2% +$2.46K 0.05% 286
2017
Q1
$102K Sell
3,188
-436
-12% -$13.7K 0.06% 274
2016
Q4
$108K Buy
+3,624
New +$108K 0.07% 227

Other funds holding NEE

Global Retirement Partners's NEE Position: Q4 2025 in Review

Global Retirement Partners increased its NextEra Energy (NEE) stake by 41% in Q4 2025, buying an estimated $2.25M and bringing the position to 93,249 shares worth $7.49M. The position accounts for 0.13% of the portfolio, ranked #147.

Global Retirement Partners first reported a position in NEE in Q4 2016 and has held it in 36 quarters since. The position peaked at $9.25M in Q3 2024. 2,956 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

  • Global Retirement Partners held 93,249 shares of NextEra Energy worth $7.49M as of Q4 2025.
  • Global Retirement Partners bought 27,208 NextEra Energy shares in Q4 2025, an estimated $2.25M.
  • NextEra Energy made up 0.13% of Global Retirement Partners's portfolio in Q4 2025, its #147 holding.
  • Global Retirement Partners first reported a position in NextEra Energy in Q4 2016 and has held it in 36 quarters since.
  • Global Retirement Partners's NextEra Energy position peaked at $9.25M in Q3 2024.
  • 2,956 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.