Marshall & Sullivan’s NextEra Energy NEE Stock Holding History

Marshall & Sullivan’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	$287K	Hold	3,807	–	–	0.13%	41
2025 Q2	$264K	Hold	3,807	–	–	0.13%	43
2025 Q1	$270K	Hold	3,807	–	–	0.14%	38
2024 Q4	$273K	Sell	3,807 -125	-3%	-$9.71K	0.13%	38
2024 Q3	$332K	Hold	3,932	–	–	0.16%	35
2024 Q2	$278K	Hold	3,932	–	–	0.14%	37
2024 Q1	$251K	Hold	3,932	–	–	0.12%	40
2023 Q4	$239K	Hold	3,932	–	–	0.13%	39
2023 Q3	$225K	Hold	3,932	–	–	0.13%	38
2023 Q2	$292K	Hold	3,932	–	–	0.16%	37
2023 Q1	$303K	Hold	3,932	–	–	0.18%	35
2022 Q4	$329K	Hold	3,932	–	–	0.21%	35
2022 Q3	$308K	Hold	3,932	–	–	0.21%	34
2022 Q2	$304K	Hold	3,932	–	–	0.19%	36
2022 Q1	$333K	Hold	3,932	–	–	0.19%	35
2021 Q4	$367K	Hold	3,932	–	–	0.18%	37
2021 Q3	$308K	Hold	3,932	–	–	0.16%	38
2021 Q2	$288K	Hold	3,932	–	–	0.16%	36
2021 Q1	$297K	Buy	3,932 +3,629	+1,198%	+$283K	0.18%	35
2020 Q4	$3.93K	Sell	303 -3,629	-92%	-$271K	0.39%	33
2020 Q3	$273K	Sell	3,932 -48	-1%	-$3.31K	0.18%	35
2020 Q2	$239K	Hold	3,980	–	–	0.17%	35
2020 Q1	$239K	Hold	3,980	–	–	0.21%	35
2019 Q4	$240K	Sell	3,980 -28	-0.7%	-$1.64K	0.16%	36
2019 Q3	$233K	Hold	4,008	–	–	0.17%	37
2019 Q2	$205K	Buy	+4,008	New	+$197K	0.14%	41
2018 Q3	–	Sell	-4,008	Closed	-$167K	–	68
2018 Q2	$167K	Buy	+4,008	New	+$162K	0.15%	45

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

Marshall & Sullivan's NEE Position: Q3 2025 in Review

Marshall & Sullivan held its NextEra Energy (NEE) position steady in Q3 2025 at 3,807 shares worth $287K. The position accounts for 0.13% of the portfolio, ranked #41.

Marshall & Sullivan first reported a position in NEE in Q2 2018 and has held it in 27 quarters since. The position peaked at $367K in Q4 2021. 2,750 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

Marshall & Sullivan held 3,807 shares of NextEra Energy worth $287K as of Q3 2025.
Marshall & Sullivan left its NextEra Energy share count unchanged in Q3 2025.
NextEra Energy made up 0.13% of Marshall & Sullivan's portfolio in Q3 2025, its #41 holding.
Marshall & Sullivan first reported a position in NextEra Energy in Q2 2018 and has held it in 27 quarters since.
Marshall & Sullivan's NextEra Energy position peaked at $367K in Q4 2021.
2,750 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.