Nicola Wealth Management’s NextEra Energy NEE Stock Holding History

Nicola Wealth Management’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 Q3	–	Sell	-38,500	Closed	-$2.67M	–	94
2025 Q2	$2.67M	Buy	38,500 +5,500	+17%	+$382K	0.25%	67
2025 Q1	$2.34M	Sell	33,000 -13,000	-28%	-$918K	0.23%	75
2024 Q4	$3.3M	Buy	46,000 +5,500	+14%	+$427K	0.31%	65
2024 Q3	$3.42M	Buy	40,500 +2,000	+5%	+$156K	0.27%	71
2024 Q2	$2.73M	Buy	+38,500	New	+$2.73M	0.24%	76
2023 Q2	–	Sell	-65,000	Closed	-$5.01M	–	110
2023 Q1	$5.01M	Sell	65,000 -6,000	-8%	-$461K	0.49%	55
2022 Q4	$5.94M	Sell	71,000 -2,000	-3%	-$162K	0.6%	49
2022 Q3	$5.72M	Sell	73,000 -71,835	-50%	-$6.09M	0.63%	53
2022 Q2	$11.2M	Sell	144,835 -44,629	-24%	-$3.4M	1.07%	33
2022 Q1	$16M	Buy	189,464 +3,000	+2%	+$240K	1.41%	19
2021 Q4	$17.4M	Sell	186,464 -18,200	-9%	-$1.57M	1.64%	14
2021 Q3	$16.1M	Sell	204,664 -3,000	-1%	-$242K	1.65%	13
2021 Q2	$15.2M	Buy	207,664 +21,000	+11%	+$1.58M	1.56%	16
2021 Q1	$14.1M	Buy	186,664 +44,415	+31%	+$3.47M	1.58%	16
2020 Q4	$11M	Buy	142,249 +6,109	+4%	+$457K	1.36%	27
2020 Q3	$9.45M	Buy	136,140 +5,180	+4%	+$358K	1.35%	19
2020 Q2	$7.86M	Buy	130,960 +18,608	+17%	+$1.11M	1.09%	34
2020 Q1	$7.38M	Sell	112,352 -72,000	-39%	-$4.53M	1.11%	32
2019 Q4	$11.6M	Buy	184,352 +28,352	+18%	+$1.66M	1.75%	14
2019 Q3	$9.09M	Buy	156,000 +12,000	+8%	+$649K	1.42%	26
2019 Q2	$7.38M	Buy	144,000 +32,000	+29%	+$1.57M	1.22%	34
2019 Q1	$5.41M	Hold	112,000	–	–	0.81%	54
2018 Q4	$4.87M	Sell	112,000 -12,000	-10%	-$525K	0.8%	53
2018 Q3	$5.2M	Buy	124,000 +12,000	+11%	+$511K	0.89%	46
2018 Q2	$4.68M	Hold	112,000	–	–	0.91%	40
2018 Q1	$4.57M	Buy	+112,000	New	+$4.32M	0.92%	45

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Nicola Wealth Management's NEE Position: Q3 2025 in Review

Nicola Wealth Management sold out of NextEra Energy (NEE) in Q3 2025, closing a stake of 38,500 shares — an estimated $2.67M sold.

Nicola Wealth Management first reported a position in NEE in Q1 2018 and held it in 26 quarters. The position peaked at $17.4M in Q4 2021. 2,750 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

Nicola Wealth Management reported no remaining NextEra Energy position as of Q3 2025 after selling out during the quarter.
Nicola Wealth Management sold 38,500 NextEra Energy shares in Q3 2025, an estimated $2.67M.
Nicola Wealth Management first reported a position in NextEra Energy in Q1 2018 and held it in 26 quarters.
Nicola Wealth Management's NextEra Energy position peaked at $17.4M in Q4 2021.
2,750 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Nicola Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.