SAM
NEE icon

Scopus Asset Management’s NextEra Energy NEE Stock Holding History

Scopus Asset Management’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
Q1 		– Sell
-260,000
Closed -$18.6M – 263
2024
Q4 		$18.6M Buy
260,000
+120,000
+86% +$9.32M 0.44% 78
2024
Q3 		$11.8M Buy
+140,000
New +$10.9M 0.21% 135

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Scopus Asset Management's NEE Position: Q1 2025 in Review

Scopus Asset Management sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 260,000 shares — an estimated $18.6M sold.

Scopus Asset Management first reported a position in NEE in Q3 2024 and held it in 2 quarters. The position peaked at $18.6M in Q4 2024. 2,733 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

  • Scopus Asset Management reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
  • Scopus Asset Management sold 260,000 NextEra Energy shares in Q1 2025, an estimated $18.6M.
  • Scopus Asset Management first reported a position in NextEra Energy in Q3 2024 and held it in 2 quarters.
  • Scopus Asset Management's NextEra Energy position peaked at $18.6M in Q4 2024.
  • 2,733 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Scopus Asset Management's 13F filing for Q1 2025, filed 15 May 2025.