SageView Advisory Group’s NextEra Energy NEE Stock Holding History

SageView Advisory Group’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	$1.85M	Sell	23,069 -646	-3%	-$53.5K	0.06%	158
2025 Q3	$1.79M	Sell	23,715 -1,033	-4%	-$75.5K	0.06%	175
2025 Q2	$1.77M	Sell	24,748 -329	-1%	-$22.9K	0.07%	152
2025 Q1	$1.78M	Buy	25,077 +753	+3%	+$53.1K	0.08%	138
2024 Q4	$1.74M	Buy	24,324 +4,188	+21%	+$325K	0.08%	137
2024 Q3	$1.7M	Sell	20,136 -8,177	-29%	-$638K	0.09%	130
2024 Q2	$2M	Buy	+28,313	New	+$2.01M	0.09%	124
2024 Q1	–	Sell	-26,471	Closed	-$1.57M	–	686
2023 Q4	$1.57M	Buy	26,471 +11,385	+75%	+$649K	0.07%	185
2023 Q3	$864K	Buy	15,086 +209	+1%	+$14.5K	0.05%	233
2023 Q2	$1.1M	Buy	14,877 +1,517	+11%	+$115K	0.06%	206
2023 Q1	$1.03M	Buy	13,360 +9,266	+226%	+$713K	0.07%	202
2022 Q4	$342K	Buy	+4,094	New	+$331K	0.03%	303

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

SageView Advisory Group's NEE Position: Q4 2025 in Review

SageView Advisory Group reduced its NextEra Energy (NEE) stake by 2.7% in Q4 2025, selling an estimated $53.5K and leaving 23,069 shares worth $1.85M. The position accounts for 0.06% of the portfolio, ranked #158.

SageView Advisory Group first reported a position in NEE in Q4 2022 and has held it in 12 quarters since. The position peaked at $2M in Q2 2024. 2,957 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

SageView Advisory Group held 23,069 shares of NextEra Energy worth $1.85M as of Q4 2025.
SageView Advisory Group sold 646 NextEra Energy shares in Q4 2025, an estimated $53.5K.
NextEra Energy made up 0.06% of SageView Advisory Group's portfolio in Q4 2025, its #158 holding.
SageView Advisory Group first reported a position in NextEra Energy in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's NextEra Energy position peaked at $2M in Q2 2024.
2,957 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.