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Prossimo Advisors’s NextEra Energy NEE Stock Holding History

Prossimo 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 		– Sell
-5,996
Closed -$416K – 87
2025
Q2 		$416K Sell
5,996
-1,515
-20% -$105K 0.33% 81
2025
Q1 		$532K Buy
7,511
+15
+0.2% +$1.06K 0.4% 79
2024
Q4 		$537K Sell
7,496
-461
-6% -$35.8K 0.39% 79
2024
Q3 		$673K Sell
7,957
-254
-3% -$19.8K 0.49% 65
2024
Q2 		$581K Buy
8,211
+2,838
+53% +$201K 0.53% 65
2024
Q1 		$343K Sell
5,373
-3,555
-40% -$208K 0.66% 41
2023
Q4 		$542K Buy
8,928
+1,336
+18% +$76.1K 1.15% 30
2023
Q3 		$435K Sell
7,592
-45
-0.6% -$3.12K 1.03% 34
2023
Q2 		$567K Sell
7,637
-427
-5% -$32.3K 0.55% 64
2023
Q1 		$622K Buy
8,064
+21
+0.3% +$1.61K 1.52% 18
2022
Q4 		$672K Buy
+8,043
New +$650K 1.55% 24

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

Prossimo Advisors's NEE Position: Q3 2025 in Review

Prossimo Advisors sold out of NextEra Energy (NEE) in Q3 2025, closing a stake of 5,996 shares — an estimated $416K sold.

Prossimo Advisors first reported a position in NEE in Q4 2022 and held it in 11 quarters. The position peaked at $673K in Q3 2024. 2,754 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

  • Prossimo Advisors reported no remaining NextEra Energy position as of Q3 2025 after selling out during the quarter.
  • Prossimo Advisors sold 5,996 NextEra Energy shares in Q3 2025, an estimated $416K.
  • Prossimo Advisors first reported a position in NextEra Energy in Q4 2022 and held it in 11 quarters.
  • Prossimo Advisors's NextEra Energy position peaked at $673K in Q3 2024.
  • 2,754 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Prossimo Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.