PVM
NEE icon

Palogic Value Management’s NextEra Energy NEE Stock Holding History

Palogic Value 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
-11,467
Closed -$796K – 181
2025
Q2 		$796K Buy
11,467
+443
+4% +$30.8K 0.33% 90
2025
Q1 		$781K Buy
11,024
+1,738
+19% +$123K 0.34% 88
2024
Q4 		$666K Sell
9,286
-61
-0.7% -$4.74K 0.25% 102
2024
Q3 		$790K Buy
9,347
+364
+4% +$28.4K 0.27% 94
2024
Q2 		$636K Buy
8,983
+417
+5% +$29.6K 0.27% 95
2024
Q1 		$547K Buy
8,566
+1,124
+15% +$65.8K 0.24% 103
2023
Q4 		$452K Buy
7,442
+1,365
+22% +$77.8K 0.2% 111
2023
Q3 		$348K Buy
6,077
+309
+5% +$21.4K 0.17% 113
2023
Q2 		$428K Buy
5,768
+597
+12% +$45.2K 0.2% 108
2023
Q1 		$399K Buy
5,171
+1,022
+25% +$78.6K 0.2% 115
2022
Q4 		$347K Buy
+4,149
New +$335K 0.18% 116

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Palogic Value Management's NEE Position: Q3 2025 in Review

Palogic Value Management sold out of NextEra Energy (NEE) in Q3 2025, closing a stake of 11,467 shares — an estimated $796K sold.

Palogic Value Management first reported a position in NEE in Q4 2022 and held it in 11 quarters. The position peaked at $796K in Q2 2025. 2,754 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

  • Palogic Value Management reported no remaining NextEra Energy position as of Q3 2025 after selling out during the quarter.
  • Palogic Value Management sold 11,467 NextEra Energy shares in Q3 2025, an estimated $796K.
  • Palogic Value Management first reported a position in NextEra Energy in Q4 2022 and held it in 11 quarters.
  • Palogic Value Management's NextEra Energy position peaked at $796K in Q2 2025.
  • 2,754 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Palogic Value Management's 13F filing for Q3 2025, filed 14 Nov 2025.