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Litman Gregory Wealth Management’s NextEra Energy NEE Stock Holding History

Litman Gregory Wealth 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 		$62.1K Buy
+774
New +$64.1K ﹤0.01% 221
2020
Q1 		– Sell
-84
Closed -$5K – 193
2019
Q4 		$5K Buy
84
+16
+24% +$934 ﹤0.01% 170
2019
Q3 		$4K Sell
68
-68
-50% -$3.68K ﹤0.01% 161
2019
Q2 		$7K Buy
+136
New +$6.69K ﹤0.01% 162

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Litman Gregory Wealth Management's NEE Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in NextEra Energy (NEE) in Q4 2025: 774 shares worth $62.1K. The stake represents ﹤0.01% of the portfolio and ranks #221 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in NEE as recently as Q4 2019.

Litman Gregory Wealth Management first reported a position in NEE in Q2 2019 and has held it in 4 quarters since. 2,961 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

  • Litman Gregory Wealth Management held 774 shares of NextEra Energy worth $62.1K as of Q4 2025.
  • NextEra Energy was a new Litman Gregory Wealth Management position in Q4 2025.
  • NextEra Energy made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #221 holding.
  • Litman Gregory Wealth Management first reported a position in NextEra Energy in Q2 2019 and has held it in 4 quarters since.
  • 2,961 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.