Pursuit Wealth Management’s NextEra Energy NEE Stock Holding History

Pursuit Wealth 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 Q4	$463K	Buy	+5,769	New	+$478K	0.4%	88

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Pursuit Wealth Management's NEE Position: Q4 2025 in Review

Pursuit Wealth Management opened a new position in NextEra Energy (NEE) in Q4 2025: 5,769 shares worth $463K. The stake represents 0.4% of the portfolio and ranks #88 among its holdings.

2,958 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

Pursuit Wealth Management held 5,769 shares of NextEra Energy worth $463K as of Q4 2025.
NextEra Energy was a new Pursuit Wealth Management position in Q4 2025.
NextEra Energy made up 0.4% of Pursuit Wealth Management's portfolio in Q4 2025, its #88 holding.
2,958 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Pursuit Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.