Sage Advisors’s NextEra Energy NEE Stock Holding History

Sage 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	$318K	Buy	3,958 +622	+19%	+$51.5K	0.21%	43
2025 Q3	$252K	Hold	3,336	–	–	0.18%	35
2025 Q2	$232K	Hold	3,336	–	–	0.17%	32
2025 Q1	$236K	Hold	3,336	–	–	0.17%	29
2024 Q4	$239K	Hold	3,336	–	–	0.18%	26
2024 Q3	$282K	Hold	3,336	–	–	0.22%	22
2024 Q2	$236K	Hold	3,336	–	–	0.19%	23
2024 Q1	$213K	Hold	3,336	–	–	0.19%	25
2023 Q4	$203K	Buy	+3,336	New	+$190K	0.2%	26

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

Sage Advisors's NEE Position: Q4 2025 in Review

Sage Advisors increased its NextEra Energy (NEE) stake by 19% in Q4 2025, buying an estimated $51.5K and bringing the position to 3,958 shares worth $318K. The position accounts for 0.21% of the portfolio, ranked #43.

Sage Advisors first reported a position in NEE in Q4 2023 and has held it in 9 quarters since. 2,956 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

Sage Advisors held 3,958 shares of NextEra Energy worth $318K as of Q4 2025.
Sage Advisors bought 622 NextEra Energy shares in Q4 2025, an estimated $51.5K.
NextEra Energy made up 0.21% of Sage Advisors's portfolio in Q4 2025, its #43 holding.
Sage Advisors first reported a position in NextEra Energy in Q4 2023 and has held it in 9 quarters since.
2,956 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Sage Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.