Sageworth Trust’s NextEra Energy NEE Stock Holding History

Sageworth Trust’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	-2,829	Closed	-$214K	–	225
2025 Q3	$214K	Buy	+2,829	New	+$207K	0.01%	256
2023 Q2	–	Sell	-322	Closed	-$24.8K	–	309
2023 Q1	$24.8K	Buy	322 +305	+1,794%	+$23.5K	﹤0.01%	187
2022 Q4	$1K	Buy	+17	New	+$1.37K	﹤0.01%	427
2022 Q3	–	Sell	-2,863	Closed	-$222K	–	390
2022 Q2	$222K	Buy	+2,863	New	+$218K	0.02%	77
2021 Q1	–	Sell	-836	Closed	-$64K	–	284
2020 Q4	$64K	Buy	+836	New	+$62.5K	0.01%	108
2020 Q3	–	Sell	-16	Closed	-$1K	–	298
2020 Q2	$1K	Buy	+16	New	+$958	﹤0.01%	199
2015 Q1	–	Sell	-12,104	Closed	-$322K	–	66
2014 Q4	$322K	Buy	+12,104	New	+$306K	0.1%	72

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

Sageworth Trust's NEE Position: Q4 2025 in Review

Sageworth Trust sold out of NextEra Energy (NEE) in Q4 2025, closing a stake of 2,829 shares — an estimated $214K sold.

Sageworth Trust first reported a position in NEE in Q4 2014 and held it in 7 quarters. The position peaked at $322K in Q4 2014. 2,961 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

Sageworth Trust reported no remaining NextEra Energy position as of Q4 2025 after selling out during the quarter.
Sageworth Trust sold 2,829 NextEra Energy shares in Q4 2025, an estimated $214K.
Sageworth Trust first reported a position in NextEra Energy in Q4 2014 and held it in 7 quarters.
Sageworth Trust's NextEra Energy position peaked at $322K in Q4 2014.
2,961 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Sageworth Trust's 13F filing for Q4 2025, filed 3 Feb 2026.