Pineridge Advisors’s NextEra Energy NEE Stock Holding History

Pineridge 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 Q3	$2.42K	Hold	32	–	–	﹤0.01%	359
2025 Q2	$2.22K	Buy	+32	New	+$2.22K	﹤0.01%	407
2025 Q1	–	Sell	-857	Closed	-$61.4K	–	615
2024 Q4	$61.4K	Buy	857 +2	+0.2%	+$155	0.02%	118
2024 Q3	$72.3K	Buy	855 +5	+0.6%	+$390	0.03%	113
2024 Q2	$60.2K	Hold	850	–	–	0.02%	127
2024 Q1	$54.3K	Sell	850 -19	-2%	-$1.11K	0.02%	131
2023 Q4	$52.8K	Buy	+869	New	+$49.5K	0.02%	164

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pineridge Advisors's NEE Position: Q3 2025 in Review

Pineridge Advisors held its NextEra Energy (NEE) position steady in Q3 2025 at 32 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Pineridge Advisors first reported a position in NEE in Q4 2023 and has held it in 7 quarters since. The position peaked at $72.3K in Q3 2024. 2,749 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

Pineridge Advisors held 32 shares of NextEra Energy worth $2.42K as of Q3 2025.
Pineridge Advisors left its NextEra Energy share count unchanged in Q3 2025.
NextEra Energy made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #359 holding.
Pineridge Advisors first reported a position in NextEra Energy in Q4 2023 and has held it in 7 quarters since.
Pineridge Advisors's NextEra Energy position peaked at $72.3K in Q3 2024.
2,749 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.