Sierra Ocean’s NextEra Energy NEE Stock Holding History

Sierra Ocean’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	-446	Closed	-$31K	–	623
2025 Q2	$31K	Sell	446 -433	-49%	-$30.1K	0.02%	254
2025 Q1	$62.3K	Buy	879 +237	+37%	+$16.7K	0.05%	149
2024 Q4	$46K	Buy	+642	New	+$49.9K	0.04%	177

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 $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sierra Ocean's NEE Position: Q3 2025 in Review

Sierra Ocean sold out of NextEra Energy (NEE) in Q3 2025, closing a stake of 446 shares — an estimated $31K sold.

Sierra Ocean first reported a position in NEE in Q4 2024 and held it in 3 quarters. The position peaked at $62.3K in Q1 2025. 2,753 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

Sierra Ocean reported no remaining NextEra Energy position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 446 NextEra Energy shares in Q3 2025, an estimated $31K.
Sierra Ocean first reported a position in NextEra Energy in Q4 2024 and held it in 3 quarters.
Sierra Ocean's NextEra Energy position peaked at $62.3K in Q1 2025.
2,753 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.