Senator Investment Group’s NextEra Energy NEE Stock Holding History

Senator Investment 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 Q2	–	Sell	-425,000	Closed	-$30.1M	–	61
2025 Q1	$30.1M	Sell	425,000 -19,629	-4%	-$1.39M	1.6%	29
2024 Q4	$31.9M	Buy	444,629 +19,629	+5%	+$1.52M	0.94%	37
2024 Q3	$35.9M	Sell	425,000 -594,629	-58%	-$46.4M	1.71%	30
2024 Q2	$72.2M	Buy	1,019,629 +1,000,000	+5,095%	+$71M	3.52%	6
2024 Q1	$1.25M	Buy	19,629 +12,886	+191%	+$755K	0.06%	61
2023 Q4	$410K	Sell	6,743 -313,257	-98%	-$17.9M	0.02%	66
2023 Q3	$18.3M	Buy	+320,000	New	+$22.2M	1.03%	34
2023 Q1	–	Sell	-350,000	Closed	-$29.3M	–	56
2022 Q4	$29.3M	Buy	+350,000	New	+$28.3M	2.63%	10
2022 Q1	–	Sell	-435,000	Closed	-$40.6M	–	91
2021 Q4	$40.6M	Buy	+435,000	New	+$37.6M	0.79%	43
2021 Q3	–	Sell	-650,000	Closed	-$47.6M	–	130
2021 Q2	$47.6M	Hold	650,000	–	–	0.9%	46
2021 Q1	$49.1M	Sell	650,000 -350,000	-35%	-$27.3M	1.01%	38
2020 Q4	$77.2M	Buy	1,000,000 +240,000	+32%	+$18M	1.46%	21
2020 Q3	$52.7M	Buy	+760,000	New	+$52.5M	1.54%	29
2020 Q2	–	Sell	-1,100,000	Closed	-$66.2M	–	54
2020 Q1	$66.2M	Buy	+1,100,000	New	+$69.1M	2.4%	19

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Senator Investment Group's NEE Position: Q2 2025 in Review

Senator Investment Group sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 425,000 shares — an estimated $30.1M sold.

Senator Investment Group first reported a position in NEE in Q1 2020 and held it in 14 quarters. The position peaked at $77.2M in Q4 2020. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

Senator Investment Group reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
Senator Investment Group sold 425,000 NextEra Energy shares in Q2 2025, an estimated $30.1M.
Senator Investment Group first reported a position in NextEra Energy in Q1 2020 and held it in 14 quarters.
Senator Investment Group's NextEra Energy position peaked at $77.2M in Q4 2020.
2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Senator Investment Group's 13F filing for Q2 2025, filed 13 Aug 2025.