Jupiter Asset Management’s NextEra Energy NEE Stock Holding History

Jupiter Asset 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 Q2	–	Sell	-615,484	Closed	-$43.6M	–	496
2025 Q1	$43.6M	Sell	615,484 -300,360	-33%	-$21.2M	0.42%	84
2024 Q4	$65.7M	Buy	+915,844	New	+$71.1M	0.64%	36
2023 Q3	–	Sell	-96,107	Closed	-$7.13M	–	550
2023 Q2	$7.13M	Buy	96,107 +2,912	+3%	+$220K	0.08%	246
2023 Q1	$7.18M	Buy	+93,195	New	+$7.17M	0.1%	199
2022 Q4	–	Sell	-72,863	Closed	-$5.71M	–	535
2022 Q3	$5.71M	Buy	+72,863	New	+$6.18M	0.09%	220
2022 Q1	–	Sell	-4,162	Closed	-$386K	–	581
2021 Q4	$386K	Buy	+4,162	New	+$360K	﹤0.01%	491
2021 Q2	–	Sell	-71,301	Closed	-$5.39M	–	643
2021 Q1	$5.39M	Buy	71,301 +38,440	+117%	+$3M	0.05%	311
2020 Q4	$2.53M	Sell	32,861 -1,239	-4%	-$92.7K	0.03%	399
2020 Q3	$2.36M	Buy	34,100 +11,272	+49%	+$778K	0.02%	399
2020 Q2	$1.37M	Buy	+22,828	New	+$1.37M	0.05%	214

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jupiter Asset Management's NEE Position: Q2 2025 in Review

Jupiter Asset Management sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 615,484 shares — an estimated $43.6M sold.

Jupiter Asset Management first reported a position in NEE in Q2 2020 and held it in 10 quarters. The position peaked at $65.7M in Q4 2024. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

Jupiter Asset Management reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
Jupiter Asset Management sold 615,484 NextEra Energy shares in Q2 2025, an estimated $43.6M.
Jupiter Asset Management first reported a position in NextEra Energy in Q2 2020 and held it in 10 quarters.
Jupiter Asset Management's NextEra Energy position peaked at $65.7M in Q4 2024.
2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Jupiter Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.