New England Capital Financial Advisors’s NextEra Energy NEE Stock Holding History

New England Capital Financial 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	-11	Closed	-$819	–	435
2025 Q3	$819	Hold	11	–	–	﹤0.01%	373
2025 Q2	$747	Hold	11	–	–	﹤0.01%	376
2025 Q1	$757	Hold	11	–	–	﹤0.01%	343
2024 Q4	$760	Hold	11	–	–	﹤0.01%	363
2024 Q3	$889	Buy	11 +1	+10%	+$78	﹤0.01%	349
2024 Q2	$741	Hold	10	–	–	﹤0.01%	349
2024 Q1	$664	Buy	10 +5	+100%	+$293	﹤0.01%	355
2023 Q4	$322	Hold	5	–	–	﹤0.01%	373
2023 Q3	$301	Hold	5	–	–	﹤0.01%	370
2023 Q2	$387	Hold	5	–	–	﹤0.01%	363
2023 Q1	$400	Hold	5	–	–	﹤0.01%	400
2022 Q4	$421	Buy	+5	New	+$404	﹤0.01%	403

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

New England Capital Financial Advisors's NEE Position: Q4 2025 in Review

New England Capital Financial Advisors sold out of NextEra Energy (NEE) in Q4 2025, closing a stake of 11 shares — an estimated $819 sold.

New England Capital Financial Advisors first reported a position in NEE in Q4 2022 and held it in 12 quarters. The position peaked at $889 in Q3 2024. 2,957 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

New England Capital Financial Advisors reported no remaining NextEra Energy position as of Q4 2025 after selling out during the quarter.
New England Capital Financial Advisors sold 11 NextEra Energy shares in Q4 2025, an estimated $819.
New England Capital Financial Advisors first reported a position in NextEra Energy in Q4 2022 and held it in 12 quarters.
New England Capital Financial Advisors's NextEra Energy position peaked at $889 in Q3 2024.
2,957 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on New England Capital Financial Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.