Saranac Partners’s NextEra Energy NEE Stock Holding History

Saranac Partners’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	-1,520	Closed	-$115K	–	118
2025 Q3	$115K	Buy	+1,520	New	+$111K	0.02%	242
2024 Q2	–	Sell	-3,605	Closed	-$230K	–	83
2024 Q1	$230K	Sell	3,605 -1,350	-27%	-$79.1K	0.14%	75
2023 Q4	$301K	Hold	4,955	–	–	0.2%	68
2023 Q3	$284K	Buy	4,955 +25	+0.5%	+$1.73K	0.16%	65
2023 Q2	$366K	Hold	4,930	–	–	0.19%	59
2023 Q1	$380K	Buy	+4,930	New	+$379K	0.22%	46

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 $1.66T AUM 25.57% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $1T 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

Saranac Partners's NEE Position: Q4 2025 in Review

Saranac Partners sold out of NextEra Energy (NEE) in Q4 2025, closing a stake of 1,520 shares — an estimated $115K sold.

Saranac Partners first reported a position in NEE in Q1 2023 and held it in 6 quarters. The position peaked at $380K in Q1 2023. 2,958 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

Saranac Partners reported no remaining NextEra Energy position as of Q4 2025 after selling out during the quarter.
Saranac Partners sold 1,520 NextEra Energy shares in Q4 2025, an estimated $115K.
Saranac Partners first reported a position in NextEra Energy in Q1 2023 and held it in 6 quarters.
Saranac Partners's NextEra Energy position peaked at $380K in Q1 2023.
2,958 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Saranac Partners's 13F filing for Q4 2025, filed 6 Feb 2026.