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Nearwater Capital Markets’s NextEra Energy NEE Stock Holding History

Nearwater Capital 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
Q4 		– Sell
-185,200
Closed -$14M – 156
2025
Q3 		$14M Buy
185,200
+25,200
+16% +$1.84M 0.19% 85
2025
Q2 		$11.1M Buy
+160,000
New +$11.1M 0.18% 82

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nearwater Capital Markets's NEE Position: Q4 2025 in Review

Nearwater Capital Markets sold out of NextEra Energy (NEE) in Q4 2025, closing a stake of 185,200 shares — an estimated $14M sold.

Nearwater Capital Markets first reported a position in NEE in Q2 2025 and held it in 2 quarters. The position peaked at $14M in Q3 2025. 2,961 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

  • Nearwater Capital Markets reported no remaining NextEra Energy position as of Q4 2025 after selling out during the quarter.
  • Nearwater Capital Markets sold 185,200 NextEra Energy shares in Q4 2025, an estimated $14M.
  • Nearwater Capital Markets first reported a position in NextEra Energy in Q2 2025 and held it in 2 quarters.
  • Nearwater Capital Markets's NextEra Energy position peaked at $14M in Q3 2025.
  • 2,961 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Nearwater Capital Markets's 13F filing for Q4 2025, filed 17 Feb 2026.