MBB Public Markets’s NextEra Energy NEE Stock Holding History

MBB Public Markets’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	-3,624	Closed	-$252K	–	342
2025 Q2	$252K	Sell	3,624 -834	-19%	-$57.9K	0.02%	344
2025 Q1	$316K	Buy	+4,458	New	+$315K	0.03%	273
2024 Q4	–	Sell	-4,050	Closed	-$342K	–	401
2024 Q3	$342K	Sell	4,050 -140,588	-97%	-$11M	0.02%	229
2024 Q2	$10.2M	Buy	144,638 +133,567	+1,206%	+$9.48M	0.21%	88
2024 Q1	$708K	Buy	+11,071	New	+$649K	0.04%	121
2023 Q4	–	Sell	-78,483	Closed	-$4.5M	–	129
2023 Q3	$4.5M	Buy	+78,483	New	+$5.43M	0.27%	60
2022 Q1	–	Sell	-12,389	Closed	-$1.16M	–	322
2021 Q4	$1.16M	Buy	+12,389	New	+$1.07M	0.02%	121

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MBB Public Markets's NEE Position: Q3 2025 in Review

MBB Public Markets sold out of NextEra Energy (NEE) in Q3 2025, closing a stake of 3,624 shares — an estimated $252K sold.

MBB Public Markets first reported a position in NEE in Q4 2021 and held it in 7 quarters. The position peaked at $10.2M in Q2 2024. 2,753 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

MBB Public Markets reported no remaining NextEra Energy position as of Q3 2025 after selling out during the quarter.
MBB Public Markets sold 3,624 NextEra Energy shares in Q3 2025, an estimated $252K.
MBB Public Markets first reported a position in NextEra Energy in Q4 2021 and held it in 7 quarters.
MBB Public Markets's NextEra Energy position peaked at $10.2M in Q2 2024.
2,753 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on MBB Public Markets's 13F filing for Q3 2025, filed 14 Nov 2025.