Nalls Sherbakoff Group’s NextEra Energy NEE Stock Holding History

Nalls Sherbakoff Group’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	$159K	Buy	1,977 +752	+61%	+$62.3K	0.11%	115
2025 Q3	$92.5K	Hold	1,225	–	–	0.06%	152
2025 Q2	$85K	Hold	1,225	–	–	0.06%	155
2025 Q1	$86.8K	Buy	+1,225	New	+$86.5K	0.07%	138
2023 Q4	$168K	Sell	2,770 -2,218	-44%	-$126K	0.15%	94
2023 Q3	$286K	Sell	4,988 -164	-3%	-$11.4K	0.28%	56
2023 Q2	$378K	Hold	5,152	–	–	0.37%	46
2023 Q1	$395K	Buy	+5,152	New	+$396K	0.39%	46
2018 Q4	$294K	Buy	+6,768	New	+$296K	0.47%	41

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nalls Sherbakoff Group's NEE Position: Q4 2025 in Review

Nalls Sherbakoff Group increased its NextEra Energy (NEE) stake by 61% in Q4 2025, buying an estimated $62.3K and bringing the position to 1,977 shares worth $159K. The position accounts for 0.11% of the portfolio, ranked #115.

Nalls Sherbakoff Group first reported a position in NEE in Q4 2018 and has held it in 9 quarters since. The position peaked at $395K in Q1 2023. 2,957 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

Nalls Sherbakoff Group held 1,977 shares of NextEra Energy worth $159K as of Q4 2025.
Nalls Sherbakoff Group bought 752 NextEra Energy shares in Q4 2025, an estimated $62.3K.
NextEra Energy made up 0.11% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #115 holding.
Nalls Sherbakoff Group first reported a position in NextEra Energy in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's NextEra Energy position peaked at $395K in Q1 2023.
2,957 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.