Rise Advisors’s NextEra Energy NEE Stock Holding History

Rise 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 Q4	–	Sell	-2,200	Closed	-$166K	–	968
2025 Q3	$166K	Buy	2,200 +296	+16%	+$21.6K	0.06%	116
2025 Q2	$132K	Sell	1,904 -80	-4%	-$5.56K	0.05%	126
2025 Q1	$141K	Buy	1,984 +1,272	+179%	+$89.8K	0.06%	116
2024 Q4	$51.1K	Sell	712 -65	-8%	-$5.05K	0.02%	226
2024 Q3	$65.7K	Sell	777 -54	-6%	-$4.21K	0.03%	196
2024 Q2	$58.9K	Buy	831 +5	+0.6%	+$355	0.03%	209
2024 Q1	$52.8K	Buy	826 +7	+0.9%	+$410	0.03%	221
2023 Q4	$49.7K	Buy	819 +796	+3,461%	+$45.4K	0.03%	160
2023 Q3	$1.34K	Sell	23 -173	-88%	-$12K	﹤0.01%	502
2023 Q2	$14.5K	Sell	196 -9	-4%	-$681	0.01%	287
2023 Q1	$15.8K	Buy	205 +12	+6%	+$923	0.01%	288
2022 Q4	$16.2K	Buy	193 +1	+0.5%	+$81	0.01%	276
2022 Q3	$15K	Hold	192	–	–	0.01%	283
2022 Q2	$15K	Buy	192 +2	+1%	+$152	0.02%	272
2022 Q1	$16K	Buy	190 +168	+764%	+$13.5K	0.01%	269
2021 Q4	$2.09K	Buy	+22	New	+$1.9K	﹤0.01%	525

Other funds holding NEE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Rise Advisors's NEE Position: Q4 2025 in Review

Rise Advisors sold out of NextEra Energy (NEE) in Q4 2025, closing a stake of 2,200 shares — an estimated $166K sold.

Rise Advisors first reported a position in NEE in Q4 2021 and held it in 16 quarters. The position peaked at $166K in Q3 2025. 2,961 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

Rise Advisors reported no remaining NextEra Energy position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 2,200 NextEra Energy shares in Q4 2025, an estimated $166K.
Rise Advisors first reported a position in NextEra Energy in Q4 2021 and held it in 16 quarters.
Rise Advisors's NextEra Energy position peaked at $166K in Q3 2025.
2,961 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.