Ransom Advisory’s NextEra Energy NEE Stock Holding History

Ransom Advisory’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	$2.29M	Buy	28,581 +261	+0.9%	+$21.6K	0.9%	28
2025 Q3	$2.14M	Buy	28,320 +2,000	+8%	+$146K	0.96%	24
2025 Q2	$1.83M	Sell	26,320 -210	-0.8%	-$14.6K	0.86%	29
2025 Q1	$1.88M	Buy	26,530 +440	+2%	+$31.1K	0.93%	29
2024 Q4	$1.87M	Buy	26,090 +250	+1%	+$19.4K	0.86%	28
2024 Q3	$2.18M	Sell	25,840 -475	-2%	-$37.1K	1.02%	22
2024 Q2	$1.86M	Buy	26,315 +1,915	+8%	+$136K	0.93%	25
2024 Q1	$1.56M	Buy	+24,400	New	+$1.43M	0.83%	31

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

Ransom Advisory's NEE Position: Q4 2025 in Review

Ransom Advisory increased its NextEra Energy (NEE) stake by 0.92% in Q4 2025, buying an estimated $21.6K and bringing the position to 28,581 shares worth $2.29M. The position accounts for 0.9% of the portfolio, ranked #28.

Ransom Advisory first reported a position in NEE in Q1 2024 and has held it in 8 quarters since. 2,957 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

Ransom Advisory held 28,581 shares of NextEra Energy worth $2.29M as of Q4 2025.
Ransom Advisory bought 261 NextEra Energy shares in Q4 2025, an estimated $21.6K.
NextEra Energy made up 0.9% of Ransom Advisory's portfolio in Q4 2025, its #28 holding.
Ransom Advisory first reported a position in NextEra Energy in Q1 2024 and has held it in 8 quarters since.
2,957 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.