O'Brien Wealth Partners’s NextEra Energy NEE Stock Holding History

O'Brien Wealth Partners’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	$1.2K	Hold	15	–	–	﹤0.01%	110
2025 Q3	$1.13K	Hold	15	–	–	﹤0.01%	95
2025 Q2	$1.04K	Buy	15 +5	+50%	+$347	﹤0.01%	86
2025 Q1	$709	Buy	+10	New	+$706	﹤0.01%	72
2024 Q1	–	Sell	-4,094	Closed	-$249K	–	68
2023 Q4	$249K	Buy	4,094 +481	+13%	+$27.4K	0.06%	39
2023 Q3	$207K	Buy	3,613 +3	+0.1%	+$208	0.06%	40
2023 Q2	$268K	Sell	3,610 -1	-0%	-$76	0.08%	33
2023 Q1	$278K	Sell	3,611 -99	-3%	-$7.61K	0.09%	32
2022 Q4	$310K	Buy	+3,710	New	+$300K	0.12%	31
2018 Q2	–	Sell	-120	Closed	-$5K	–	151
2018 Q1	$5K	Buy	+120	New	+$4.63K	﹤0.01%	139

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

O'Brien Wealth Partners's NEE Position: Q4 2025 in Review

O'Brien Wealth Partners held its NextEra Energy (NEE) position steady in Q4 2025 at 15 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #110.

O'Brien Wealth Partners first reported a position in NEE in Q1 2018 and has held it in 10 quarters since. The position peaked at $310K in Q4 2022. 2,961 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

O'Brien Wealth Partners held 15 shares of NextEra Energy worth $1.2K as of Q4 2025.
O'Brien Wealth Partners left its NextEra Energy share count unchanged in Q4 2025.
NextEra Energy made up ﹤0.01% of O'Brien Wealth Partners's portfolio in Q4 2025, its #110 holding.
O'Brien Wealth Partners first reported a position in NextEra Energy in Q1 2018 and has held it in 10 quarters since.
O'Brien Wealth Partners's NextEra Energy position peaked at $310K in Q4 2022.
2,961 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.