Lockerman Financial Group’s NextEra Energy NEE Stock Holding History

Lockerman Financial Group’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	-3,184	Closed	-$240K	–	113
2025 Q3	$240K	Sell	3,184 -805	-20%	-$58.8K	0.3%	106
2025 Q2	$277K	Sell	3,989 -272	-6%	-$18.9K	0.37%	95
2025 Q1	$302K	Sell	4,261 -261	-6%	-$18.4K	0.46%	74
2024 Q4	$324K	Hold	4,522	–	–	0.55%	56
2024 Q3	$382K	Sell	4,522 -142	-3%	-$11.1K	0.65%	50
2024 Q2	$330K	Buy	4,664 +1,332	+40%	+$94.5K	0.6%	55
2024 Q1	$213K	Buy	+3,332	New	+$195K	0.41%	101
2023 Q1	–	Sell	-2,402	Closed	-$201K	–	78
2022 Q4	$201K	Buy	+2,402	New	+$194K	0.59%	70

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

Lockerman Financial Group's NEE Position: Q4 2025 in Review

Lockerman Financial Group sold out of NextEra Energy (NEE) in Q4 2025, closing a stake of 3,184 shares — an estimated $240K sold.

Lockerman Financial Group first reported a position in NEE in Q4 2022 and held it in 8 quarters. The position peaked at $382K in Q3 2024. 2,961 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

Lockerman Financial Group reported no remaining NextEra Energy position as of Q4 2025 after selling out during the quarter.
Lockerman Financial Group sold 3,184 NextEra Energy shares in Q4 2025, an estimated $240K.
Lockerman Financial Group first reported a position in NextEra Energy in Q4 2022 and held it in 8 quarters.
Lockerman Financial Group's NextEra Energy position peaked at $382K in Q3 2024.
2,961 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Lockerman Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.