New Age Alpha Advisors’s NextEra Energy NEE Stock Holding History

New Age Alpha 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	-2,306	Closed	-$174K	–	863
2025 Q3	$174K	Sell	2,306 -225	-9%	-$16.4K	0.01%	665
2025 Q2	$176K	Sell	2,531 -225	-8%	-$15.6K	0.01%	654
2025 Q1	$195K	Buy	2,756 +65	+2%	+$4.59K	0.01%	659
2024 Q4	$193K	Buy	+2,691	New	+$209K	0.01%	667

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

New Age Alpha Advisors's NEE Position: Q4 2025 in Review

New Age Alpha Advisors sold out of NextEra Energy (NEE) in Q4 2025, closing a stake of 2,306 shares — an estimated $174K sold.

New Age Alpha Advisors first reported a position in NEE in Q4 2024 and held it in 4 quarters. The position peaked at $195K in Q1 2025. 2,961 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

New Age Alpha Advisors reported no remaining NextEra Energy position as of Q4 2025 after selling out during the quarter.
New Age Alpha Advisors sold 2,306 NextEra Energy shares in Q4 2025, an estimated $174K.
New Age Alpha Advisors first reported a position in NextEra Energy in Q4 2024 and held it in 4 quarters.
New Age Alpha Advisors's NextEra Energy position peaked at $195K in Q1 2025.
2,961 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on New Age Alpha Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.