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Janney Capital Management’s NextEra Energy NEE Stock Holding History

Janney Capital Management’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 		$11.3M Sell
140,582
-3,910
-3% -$324K 0.71% 55
2025
Q3 		$10.9M Sell
144,492
-100
-0.1% -$7.31K 0.68% 63
2025
Q2 		$10M Sell
144,592
-1,072
-0.7% -$74.5K 0.65% 69
2025
Q1 		$10.3M Sell
145,664
-5,153
-3% -$364K 0.71% 58
2024
Q4 		$10.8M Buy
150,817
+109,016
+261% +$8.47M 0.72% 59
2024
Q3 		$3.53M Sell
41,801
-367
-0.9% -$28.6K 0.24% 101
2024
Q2 		$2.99M Sell
42,168
-2,587
-6% -$184K 0.21% 103
2024
Q1 		$2.86M Sell
44,755
-1,918
-4% -$112K 0.19% 108
2023
Q4 		$2.83M Buy
46,673
+4,047
+9% +$231K 0.19% 107
2023
Q3 		$2.44M Buy
42,626
+2,671
+7% +$185K 0.19% 108
2023
Q2 		$2.96M Buy
39,955
+2,681
+7% +$203K 0.21% 108
2023
Q1 		$2.87M Buy
37,274
+3,683
+11% +$283K 0.22% 103
2022
Q4 		$2.81M Buy
33,591
+6,529
+24% +$527K 0.2% 105
2022
Q3 		$2.12M Buy
27,062
+3,958
+17% +$336K 0.17% 100
2022
Q2 		$1.79M Buy
23,104
+3,813
+20% +$290K 0.14% 96
2022
Q1 		$1.63M Buy
19,291
+2,406
+14% +$193K 0.12% 102
2021
Q4 		$1.58M Buy
16,885
+341
+2% +$29.5K 0.1% 103
2021
Q3 		$1.3M Buy
16,544
+137
+0.8% +$11K 0.09% 112
2021
Q2 		$1.2M Buy
16,407
+408
+3% +$30.6K 0.08% 119
2021
Q1 		$1.21M Sell
15,999
-301
-2% -$23.5K 0.08% 116
2020
Q4 		$1.26M Sell
16,300
-4,120
-20% -$308K 0.09% 110
2020
Q3 		$1.42M Buy
20,420
+1,188
+6% +$82K 0.1% 112
2020
Q2 		$1.16M Buy
19,232
+4,584
+31% +$274K 0.08% 108
2020
Q1 		$881K Buy
14,648
+1,808
+14% +$114K 0.07% 102
2019
Q4 		$778K Buy
12,840
+1,364
+12% +$79.6K 0.04% 117
2019
Q3 		$669K Buy
11,476
+6,400
+126% +$346K 0.04% 116
2019
Q2 		$260K Buy
+5,076
New +$250K 0.01% 179

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janney Capital Management's NEE Position: Q4 2025 in Review

Janney Capital Management reduced its NextEra Energy (NEE) stake by 2.7% in Q4 2025, selling an estimated $324K and leaving 140,582 shares worth $11.3M. The position accounts for 0.71% of the portfolio, ranked #55.

Janney Capital Management first reported a position in NEE in Q2 2019 and has held it in 27 quarters since. 2,956 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

  • Janney Capital Management held 140,582 shares of NextEra Energy worth $11.3M as of Q4 2025.
  • Janney Capital Management sold 3,910 NextEra Energy shares in Q4 2025, an estimated $324K.
  • NextEra Energy made up 0.71% of Janney Capital Management's portfolio in Q4 2025, its #55 holding.
  • Janney Capital Management first reported a position in NextEra Energy in Q2 2019 and has held it in 27 quarters since.
  • 2,956 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Janney Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.