Northwest Capital Management’s NextEra Energy NEE Stock Holding History

Northwest Capital 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 Q4	–	Sell	-107	Closed	-$8.08K	–	182
2025 Q3	$8.08K	Sell	107 -152	-59%	-$11.1K	0.01%	203
2025 Q2	$18K	Sell	259 -93	-26%	-$6.46K	0.01%	230
2025 Q1	$25K	Hold	352	–	–	0.01%	235
2024 Q4	$25.2K	Sell	352 -240	-41%	-$18.6K	0.01%	230
2024 Q3	$50K	Hold	592	–	–	0.02%	192
2024 Q2	$41.9K	Sell	592 -702	-54%	-$49.8K	0.02%	194
2024 Q1	$82.7K	Hold	1,294	–	–	0.03%	187
2023 Q4	$78.6K	Sell	1,294 -527	-29%	-$30K	0.03%	187
2023 Q3	$104K	Buy	1,821 +204	+13%	+$14.1K	0.04%	162
2023 Q2	$120K	Buy	+1,617	New	+$122K	0.05%	148

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

Northwest Capital Management's NEE Position: Q4 2025 in Review

Northwest Capital Management sold out of NextEra Energy (NEE) in Q4 2025, closing a stake of 107 shares — an estimated $8.08K sold.

Northwest Capital Management first reported a position in NEE in Q2 2023 and held it in 10 quarters. The position peaked at $120K in Q2 2023. 2,961 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

Northwest Capital Management reported no remaining NextEra Energy position as of Q4 2025 after selling out during the quarter.
Northwest Capital Management sold 107 NextEra Energy shares in Q4 2025, an estimated $8.08K.
Northwest Capital Management first reported a position in NextEra Energy in Q2 2023 and held it in 10 quarters.
Northwest Capital Management's NextEra Energy position peaked at $120K in Q2 2023.
2,961 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.