Lokken Investment Group’s NextEra Energy NEE Stock Holding History

Lokken Investment 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 Q3	$1.84M	Sell	24,375 -40	-0.2%	-$2.92K	0.63%	42
2025 Q2	$1.69M	Buy	24,415 +1,001	+4%	+$69.5K	0.65%	41
2025 Q1	$1.66M	Buy	23,414 +441	+2%	+$31.1K	0.7%	36
2024 Q4	$1.65M	Sell	22,973 -424	-2%	-$32.9K	0.71%	36
2024 Q3	$1.98M	Buy	23,397 +790	+3%	+$61.7K	0.82%	33
2024 Q2	$1.6M	Buy	22,607 +1,804	+9%	+$128K	0.75%	33
2024 Q1	$1.33M	Buy	20,803 +931	+5%	+$54.5K	0.66%	38
2023 Q4	$1.21M	Buy	19,872 +11,485	+137%	+$655K	0.68%	33
2023 Q3	$480K	Buy	8,387 +1,423	+20%	+$98.5K	0.32%	74
2023 Q2	$517K	Buy	6,964 +1,496	+27%	+$113K	0.34%	73
2023 Q1	$421K	Hold	5,468	–	–	0.32%	77
2022 Q4	$457K	Hold	5,468	–	–	0.36%	66
2022 Q3	$429K	Hold	5,468	–	–	0.37%	58
2022 Q2	$424K	Sell	5,468 -43	-0.8%	-$3.27K	0.34%	67
2022 Q1	$391K	Buy	5,511 +43	+0.8%	+$3.45K	0.31%	76
2021 Q4	$510K	Hold	5,468	–	–	0.36%	57
2021 Q3	$429K	Hold	5,468	–	–	0.34%	64
2021 Q2	$401K	Buy	5,468 +1,000	+22%	+$75K	0.33%	72
2021 Q1	$338K	Hold	4,468	–	–	0.3%	76
2020 Q4	$345K	Buy	+4,468	New	+$334K	0.32%	60

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lokken Investment Group's NEE Position: Q3 2025 in Review

Lokken Investment Group reduced its NextEra Energy (NEE) stake by 0.16% in Q3 2025, selling an estimated $2.92K and leaving 24,375 shares worth $1.84M. The position accounts for 0.63% of the portfolio, ranked #42.

Lokken Investment Group first reported a position in NEE in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.98M in Q3 2024. 2,749 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

Lokken Investment Group held 24,375 shares of NextEra Energy worth $1.84M as of Q3 2025.
Lokken Investment Group sold 40 NextEra Energy shares in Q3 2025, an estimated $2.92K.
NextEra Energy made up 0.63% of Lokken Investment Group's portfolio in Q3 2025, its #42 holding.
Lokken Investment Group first reported a position in NextEra Energy in Q4 2020 and has held it in 20 quarters since.
Lokken Investment Group's NextEra Energy position peaked at $1.98M in Q3 2024.
2,749 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.