Moloney Securities Asset Management’s NextEra Energy NEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3M Sell
39,733
-371
-0.9% -$27.1K 0.36% 64
2025
Q2
$2.78M Sell
40,104
-43
-0.1% -$2.99K 0.34% 56
2025
Q1
$2.85M Sell
40,147
-5,625
-12% -$397K 0.38% 57
2024
Q4
$3.28M Buy
45,772
+164
+0.4% +$12.7K 0.44% 58
2024
Q3
$3.86M Buy
45,608
+488
+1% +$38.1K 0.52% 47
2024
Q2
$3.19M Sell
45,120
-2,202
-5% -$156K 0.46% 54
2024
Q1
$3.02M Buy
47,322
+6,184
+15% +$362K 0.46% 59
2023
Q4
$2.5M Buy
41,138
+561
+1% +$32K 0.4% 66
2023
Q3
$2.32M Sell
40,577
-291
-0.7% -$20.1K 0.42% 60
2023
Q2
$3.03M Buy
40,868
+3,975
+11% +$301K 0.54% 44
2023
Q1
$2.84M Buy
36,893
+2,685
+8% +$206K 0.53% 51
2022
Q4
$2.86M Sell
34,208
-297
-0.9% -$24K 0.63% 42
2022
Q3
$2.71M Sell
34,505
-650
-2% -$55.1K 0.66% 40
2022
Q2
$2.72M Sell
35,155
-1,015
-3% -$77.3K 0.64% 37
2022
Q1
$3.06M Sell
36,170
-2,917
-7% -$234K 0.59% 42
2021
Q4
$3.65M Sell
39,087
-610
-2% -$52.7K 0.62% 33
2021
Q3
$3.12M Buy
39,697
+3,665
+10% +$296K 0.57% 52
2021
Q2
$2.64M Buy
36,032
+2,477
+7% +$186K 0.48% 65
2021
Q1
$2.54M Sell
33,555
-10,797
-24% -$843K 0.5% 63
2020
Q4
$3.42M Buy
44,352
+888
+2% +$66.4K 0.76% 30
2020
Q3
$3.02M Buy
43,464
+2,364
+6% +$163K 0.8% 32
2020
Q2
$2.47M Buy
41,100
+2,528
+7% +$151K 0.72% 37
2020
Q1
$2.32M Buy
38,572
+19,952
+107% +$1.25M 0.83% 34
2019
Q4
$1.13M Buy
18,620
+92
+0.5% +$5.37K 0.35% 91
2019
Q3
$1.08M Sell
18,528
-156
-0.8% -$8.44K 0.36% 86
2019
Q2
$957K Sell
18,684
-844
-4% -$41.5K 0.32% 94
2019
Q1
$944K Sell
19,528
-804
-4% -$36.8K 0.33% 96
2018
Q4
$883K Buy
20,332
+4,280
+27% +$187K 0.36% 87
2018
Q3
$673K Sell
16,052
-3,688
-19% -$157K 0.23% 119
2018
Q2
$824K Sell
19,740
-184
-0.9% -$7.43K 0.31% 102
2018
Q1
$813K Sell
19,924
-1,532
-7% -$59.1K 0.33% 101
2017
Q4
$838K Buy
21,456
+504
+2% +$19.5K 0.35% 95
2017
Q3
$768K Sell
20,952
-128
-0.6% -$4.69K 0.34% 92
2017
Q2
$738K Buy
21,080
+784
+4% +$26.8K 0.37% 83
2017
Q1
$651K Buy
20,296
+1,100
+6% +$34.6K 0.34% 92
2016
Q4
$573K Buy
+19,196
New +$574K 0.35% 90

Other funds holding NEE

Moloney Securities Asset Management's NEE Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its NextEra Energy (NEE) stake by 0.93% in Q3 2025, selling an estimated $27.1K and leaving 39,733 shares worth $3M. The position accounts for 0.36% of the portfolio, ranked #64.

Moloney Securities Asset Management first reported a position in NEE in Q4 2016 and has held it in 36 quarters since. The position peaked at $3.86M in Q3 2024. 2,749 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

  • Moloney Securities Asset Management held 39,733 shares of NextEra Energy worth $3M as of Q3 2025.
  • Moloney Securities Asset Management sold 371 NextEra Energy shares in Q3 2025, an estimated $27.1K.
  • NextEra Energy made up 0.36% of Moloney Securities Asset Management's portfolio in Q3 2025, its #64 holding.
  • Moloney Securities Asset Management first reported a position in NextEra Energy in Q4 2016 and has held it in 36 quarters since.
  • Moloney Securities Asset Management's NextEra Energy position peaked at $3.86M in Q3 2024.
  • 2,749 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.