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Nicolet Advisory Services’s NextEra Energy NEE Stock Holding History

Nicolet Advisory Services’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 		$1.64M Buy
20,223
+2,530
+14% +$210K 0.11% 93
2025
Q3 		$1.47M Buy
17,693
+75
+0.4% +$5.48K 0.11% 94
2025
Q2 		$1.24M Buy
17,618
+1,679
+11% +$117K 0.11% 100
2025
Q1 		$1.06M Sell
15,939
-1,199
-7% -$84.6K 0.11% 104
2024
Q4 		$1.15M Sell
17,138
-966
-5% -$75K 0.11% 98
2024
Q3 		$1.54M Sell
18,104
-389
-2% -$30.4K 0.15% 73
2024
Q2 		$1.35M Buy
18,493
+911
+5% +$64.6K 0.13% 80
2024
Q1 		$1.15M Buy
17,582
+4,839
+38% +$283K 0.12% 88
2023
Q4 		$791K Sell
12,743
-6,095
-32% -$347K 0.09% 118
2023
Q3 		$954K Buy
18,838
+2,386
+15% +$165K 0.11% 102
2023
Q2 		$1.2M Buy
16,452
+2,076
+14% +$157K 0.13% 81
2023
Q1 		$1.14M Buy
14,376
+3,166
+28% +$243K 0.13% 85
2022
Q4 		$953K Buy
11,210
+2,152
+24% +$174K 0.13% 81
2022
Q3 		$695K Buy
9,058
+1,472
+19% +$125K 0.11% 78
2022
Q2 		$610K Buy
7,586
+392
+5% +$29.8K 0.09% 89
2022
Q1 		$619K Buy
7,194
+358
+5% +$28.7K 0.08% 88
2021
Q4 		$638K Sell
6,836
-2,404
-26% -$208K 0.08% 89
2021
Q3 		$725K Buy
9,240
+2,382
+35% +$192K 0.09% 86
2021
Q2 		$503K Buy
6,858
+669
+11% +$50.2K 0.07% 110
2021
Q1 		$468K Sell
6,189
-1,408
-19% -$110K 0.07% 112
2020
Q4 		$586K Buy
7,597
+3,457
+84% +$259K 0.08% 91
2020
Q3 		$287K Sell
4,140
-2,340
-36% -$162K 0.04% 131
2020
Q2 		$389K Sell
6,480
-12
-0.2% -$718 0.06% 128
2020
Q1 		$391K Buy
6,492
+1,788
+38% +$112K 0.07% 122
2019
Q4 		$285K Buy
4,704
+48
+1% +$2.8K 0.04% 138
2019
Q3 		$271K Hold
4,656
– – 0.04% 134
2019
Q2 		$238K Buy
4,656
+24
+0.5% +$1.18K 0.04% 139
2019
Q1 		$224K Buy
+4,632
New +$212K 0.04% 136

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nicolet Advisory Services's NEE Position: Q4 2025 in Review

Nicolet Advisory Services increased its NextEra Energy (NEE) stake by 14% in Q4 2025, buying an estimated $210K and bringing the position to 20,223 shares worth $1.64M. The position accounts for 0.11% of the portfolio, ranked #93.

Nicolet Advisory Services first reported a position in NEE in Q1 2019 and has held it in 28 quarters since. 2,956 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

  • Nicolet Advisory Services held 20,223 shares of NextEra Energy worth $1.64M as of Q4 2025.
  • Nicolet Advisory Services bought 2,530 NextEra Energy shares in Q4 2025, an estimated $210K.
  • NextEra Energy made up 0.11% of Nicolet Advisory Services's portfolio in Q4 2025, its #93 holding.
  • Nicolet Advisory Services first reported a position in NextEra Energy in Q1 2019 and has held it in 28 quarters since.
  • 2,956 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.