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MMBG Investment Advisors’s NextEra Energy NEE Stock Holding History

MMBG Investment Advisors’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
Q4 		– Sell
-22,355
Closed -$1.69M – 185
2025
Q3 		$1.69M Hold
22,355
– – 0.15% 80
2025
Q2 		$1.55M Buy
+22,355
New +$1.55M 0.15% 77

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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MMBG Investment Advisors's NEE Position: Q4 2025 in Review

MMBG Investment Advisors sold out of NextEra Energy (NEE) in Q4 2025, closing a stake of 22,355 shares — an estimated $1.69M sold.

MMBG Investment Advisors first reported a position in NEE in Q2 2025 and held it in 2 quarters. The position peaked at $1.69M in Q3 2025. 2,958 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

  • MMBG Investment Advisors reported no remaining NextEra Energy position as of Q4 2025 after selling out during the quarter.
  • MMBG Investment Advisors sold 22,355 NextEra Energy shares in Q4 2025, an estimated $1.69M.
  • MMBG Investment Advisors first reported a position in NextEra Energy in Q2 2025 and held it in 2 quarters.
  • MMBG Investment Advisors's NextEra Energy position peaked at $1.69M in Q3 2025.
  • 2,958 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on MMBG Investment Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.