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Ridgewood Investments’s NextEra Energy NEE Stock Holding History

Ridgewood Investments’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
-522
Closed -$36.2K – 512
2025
Q2 		$36.2K Sell
522
-135
-21% -$9.38K 0.02% 378
2025
Q1 		$46.6K Sell
657
-1,256
-66% -$88.7K 0.02% 325
2024
Q4 		$137K Sell
1,913
-36
-2% -$2.8K 0.07% 206
2024
Q3 		$165K Sell
1,949
-2
-0.1% -$156 0.08% 194
2024
Q2 		$138K Buy
+1,951
New +$138K 0.07% 214
2023
Q3 		– Sell
-32
Closed -$2.37K – 552
2023
Q2 		$2.37K Hold
32
– – ﹤0.01% 683
2023
Q1 		$2.47K Buy
+32
New +$2.46K ﹤0.01% 669

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 $3.38T AUM 44.17% 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

Ridgewood Investments's NEE Position: Q3 2025 in Review

Ridgewood Investments sold out of NextEra Energy (NEE) in Q3 2025, closing a stake of 522 shares — an estimated $36.2K sold.

Ridgewood Investments first reported a position in NEE in Q1 2023 and held it in 7 quarters. The position peaked at $165K in Q3 2024. 2,754 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

  • Ridgewood Investments reported no remaining NextEra Energy position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 522 NextEra Energy shares in Q3 2025, an estimated $36.2K.
  • Ridgewood Investments first reported a position in NextEra Energy in Q1 2023 and held it in 7 quarters.
  • Ridgewood Investments's NextEra Energy position peaked at $165K in Q3 2024.
  • 2,754 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.