Sienna Gestion’s NextEra Energy NEE Stock Holding History

Sienna Gestion’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	-5,470	Closed	-$392K	–	191
2024 Q4	$392K	Hold	5,470	–	–	0.03%	172
2024 Q3	$461K	Hold	5,470	–	–	0.03%	180
2024 Q2	$387K	Sell	5,470 -1,952	-26%	-$138K	0.03%	136
2024 Q1	$474K	Buy	+7,422	New	+$435K	0.04%	117

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Sienna Gestion's NEE Position: Q1 2025 in Review

Sienna Gestion sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 5,470 shares — an estimated $392K sold.

Sienna Gestion first reported a position in NEE in Q1 2024 and held it in 4 quarters. The position peaked at $474K in Q1 2024. 2,733 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

Sienna Gestion reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
Sienna Gestion sold 5,470 NextEra Energy shares in Q1 2025, an estimated $392K.
Sienna Gestion first reported a position in NextEra Energy in Q1 2024 and held it in 4 quarters.
Sienna Gestion's NextEra Energy position peaked at $474K in Q1 2024.
2,733 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Sienna Gestion's 13F filing for Q1 2025, filed 13 May 2025.