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Menora Mivtachim Holdings’s NextEra Energy NEE Stock Holding History

Menora Mivtachim Holdings’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
-715,000
Closed -$49.6M – 143
2025
Q2 		$49.6M Hold
715,000
– – 0.29% 66
2025
Q1 		$50.7M Buy
+715,000
New +$50.5M 0.33% 67
2024
Q4 		– Sell
-2,037,835
Closed -$172M – 103
2024
Q3 		$172M Buy
2,037,835
+369,419
+22% +$28.8M 1.09% 33
2024
Q2 		$118M Sell
1,668,416
-433,293
-21% -$30.7M 0.8% 38
2024
Q1 		$134M Buy
2,101,709
+452,549
+27% +$26.5M 1.01% 33
2023
Q4 		$100M Buy
1,649,160
+305,000
+23% +$17.4M 0.84% 39
2023
Q3 		$77M Sell
1,344,160
-19,920
-1% -$1.38M 0.7% 44
2023
Q2 		$101M Hold
1,364,080
– – 0.94% 38
2023
Q1 		$105M Hold
1,364,080
– – 1.09% 35
2022
Q4 		$114M Sell
1,364,080
-29,900
-2% -$2.42M 1.92% 22
2022
Q3 		$109M Buy
1,393,980
+300,000
+27% +$25.5M 2.06% 19
2022
Q2 		$84.7M Sell
1,093,980
-455,000
-29% -$34.6M 1.54% 28
2022
Q1 		$131M Hold
1,548,980
– – 1.9% 21
2021
Q4 		$145M Hold
1,548,980
– – 1.97% 19
2021
Q3 		$122M Hold
1,548,980
– – 1.78% 25
2021
Q2 		$114M Hold
1,548,980
– – 1.63% 28
2021
Q1 		$117M Hold
1,548,980
– – 1.92% 25
2020
Q4 		$120M Sell
1,548,980
-358,400
-19% -$26.8M 2.09% 21
2020
Q3 		$132M Sell
1,907,380
-840
-0% -$58K 2.94% 10
2020
Q2 		$115M Sell
1,908,220
-182,900
-9% -$10.9M 2.81% 12
2020
Q1 		$126M Sell
2,091,120
-91,240
-4% -$5.74M 3.43% 9
2019
Q4 		$132M Hold
2,182,360
– – 3.15% 6
2019
Q3 		$127M Buy
2,182,360
+249,600
+13% +$13.5M 3.09% 4
2019
Q2 		$99M Hold
1,932,760
– – 2.68% 10
2019
Q1 		$93.4M Hold
1,932,760
– – 2.51% 9
2018
Q4 		$84M Buy
1,932,760
+521,560
+37% +$22.8M 2.43% 7
2018
Q3 		$59.1M Buy
1,411,200
+334,080
+31% +$14.2M 1.6% 17
2018
Q2 		$45M Buy
+1,077,120
New +$43.5M 1.27% 24

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Menora Mivtachim Holdings's NEE Position: Q3 2025 in Review

Menora Mivtachim Holdings sold out of NextEra Energy (NEE) in Q3 2025, closing a stake of 715,000 shares — an estimated $49.6M sold.

Menora Mivtachim Holdings first reported a position in NEE in Q2 2018 and held it in 28 quarters. The position peaked at $172M in Q3 2024. 2,753 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

  • Menora Mivtachim Holdings reported no remaining NextEra Energy position as of Q3 2025 after selling out during the quarter.
  • Menora Mivtachim Holdings sold 715,000 NextEra Energy shares in Q3 2025, an estimated $49.6M.
  • Menora Mivtachim Holdings first reported a position in NextEra Energy in Q2 2018 and held it in 28 quarters.
  • Menora Mivtachim Holdings's NextEra Energy position peaked at $172M in Q3 2024.
  • 2,753 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Menora Mivtachim Holdings's 13F filing for Q3 2025, filed 13 Nov 2025.