Octavia Wealth Advisors’s NextEra Energy NEE Stock Holding History

Octavia Wealth 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	-2,918	Closed	-$220K	–	267
2025 Q3	$220K	Buy	+2,918	New	+$213K	0.02%	232

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

Octavia Wealth Advisors's NEE Position: Q4 2025 in Review

Octavia Wealth Advisors sold out of NextEra Energy (NEE) in Q4 2025, closing a stake of 2,918 shares — an estimated $220K sold.

Octavia Wealth Advisors first reported a position in NEE in Q3 2025 and held it in 1 quarter. The position peaked at $220K in Q3 2025. 2,961 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

Octavia Wealth Advisors reported no remaining NextEra Energy position as of Q4 2025 after selling out during the quarter.
Octavia Wealth Advisors sold 2,918 NextEra Energy shares in Q4 2025, an estimated $220K.
Octavia Wealth Advisors first reported a position in NextEra Energy in Q3 2025 and held it in 1 quarter.
Octavia Wealth Advisors's NextEra Energy position peaked at $220K in Q3 2025.
2,961 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Octavia Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.