Magnolia Capital Management’s NextEra Energy NEE Stock Holding History

Magnolia 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 Q3	–	Sell	-4,994	Closed	-$347K	–	72
2025 Q2	$347K	Hold	4,994	–	–	0.28%	62
2025 Q1	$354K	Hold	4,994	–	–	0.3%	60
2024 Q4	$358K	Hold	4,994	–	–	0.28%	62
2024 Q3	$422K	Hold	4,994	–	–	0.34%	54
2024 Q2	$354K	Hold	4,994	–	–	0.3%	61
2024 Q1	$319K	Hold	4,994	–	–	0.27%	64
2023 Q4	$303K	Sell	4,994 -910	-15%	-$51.9K	0.28%	63
2023 Q3	$338K	Sell	5,904 -215	-4%	-$14.9K	0.33%	60
2023 Q2	$454K	Hold	6,119	–	–	0.41%	52
2023 Q1	$472K	Hold	6,119	–	–	0.44%	50
2022 Q4	$512K	Buy	6,119 +44	+0.7%	+$3.56K	0.5%	47
2022 Q3	$476K	Hold	6,075	–	–	0.49%	45
2022 Q2	$471K	Hold	6,075	–	–	0.46%	46
2022 Q1	$515K	Hold	6,075	–	–	0.43%	47
2021 Q4	$567K	Hold	6,075	–	–	0.45%	47
2021 Q3	$477K	Sell	6,075 -875	-13%	-$70.6K	0.41%	48
2021 Q2	$509K	Hold	6,950	–	–	0.49%	31
2021 Q1	$525K	Hold	6,950	–	–	0.52%	34
2020 Q4	$536K	Buy	6,950 +670	+11%	+$50.1K	0.55%	34
2020 Q3	$436K	Hold	6,280	–	–	0.51%	34
2020 Q2	$377K	Hold	6,280	–	–	0.48%	34
2020 Q1	$378K	Sell	6,280 -3,640	-37%	-$229K	0.56%	34
2019 Q4	$601K	Buy	+9,920	New	+$579K	0.6%	32

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

Magnolia Capital Management's NEE Position: Q3 2025 in Review

Magnolia Capital Management sold out of NextEra Energy (NEE) in Q3 2025, closing a stake of 4,994 shares — an estimated $347K sold.

Magnolia Capital Management first reported a position in NEE in Q4 2019 and held it in 23 quarters. The position peaked at $601K in Q4 2019. 2,750 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

Magnolia Capital Management reported no remaining NextEra Energy position as of Q3 2025 after selling out during the quarter.
Magnolia Capital Management sold 4,994 NextEra Energy shares in Q3 2025, an estimated $347K.
Magnolia Capital Management first reported a position in NextEra Energy in Q4 2019 and held it in 23 quarters.
Magnolia Capital Management's NextEra Energy position peaked at $601K in Q4 2019.
2,750 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Magnolia Capital Management's 13F filing for Q3 2025, filed 29 Oct 2025.