SPA
NEE icon

Sherbrooke Park Advisers’s NextEra Energy NEE Stock Holding History

Sherbrooke Park Advisers’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
Q3 		– Sell
-6,725
Closed -$467K – 652
2025
Q2 		$467K Sell
6,725
-3,889
-37% -$270K 0.2% 195
2025
Q1 		$752K Sell
10,614
-10,178
-49% -$718K 0.35% 63
2024
Q4 		$1.49M Buy
20,792
+16,432
+377% +$1.28M 0.48% 10
2024
Q3 		$369K Buy
+4,360
New +$340K 0.08% 472

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sherbrooke Park Advisers's NEE Position: Q3 2025 in Review

Sherbrooke Park Advisers sold out of NextEra Energy (NEE) in Q3 2025, closing a stake of 6,725 shares — an estimated $467K sold.

Sherbrooke Park Advisers first reported a position in NEE in Q3 2024 and held it in 4 quarters. The position peaked at $1.49M in Q4 2024. 2,750 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

  • Sherbrooke Park Advisers reported no remaining NextEra Energy position as of Q3 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 6,725 NextEra Energy shares in Q3 2025, an estimated $467K.
  • Sherbrooke Park Advisers first reported a position in NextEra Energy in Q3 2024 and held it in 4 quarters.
  • Sherbrooke Park Advisers's NextEra Energy position peaked at $1.49M in Q4 2024.
  • 2,750 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q3 2025, filed 14 Nov 2025.