Significant Wealth Partners’s NextEra Energy NEE Stock Holding History

Significant Wealth Partners’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 Q4	–	Sell	-3,257	Closed	-$246K	–	93
2025 Q3	$246K	Buy	3,257 +2	+0.1%	+$146	0.12%	81
2025 Q2	$226K	Buy	3,255 +39	+1%	+$2.71K	0.11%	83
2025 Q1	$228K	Buy	3,216 +2	+0.1%	+$141	0.12%	71
2024 Q4	$230K	Sell	3,214 -710	-18%	-$55.2K	0.12%	66
2024 Q3	$332K	Buy	3,924 +197	+5%	+$15.4K	0.17%	47
2024 Q2	$264K	Buy	3,727 +7	+0.2%	+$497	0.15%	51
2024 Q1	$238K	Sell	3,720 -231	-6%	-$13.5K	0.16%	135
2023 Q4	$240K	Buy	+3,951	New	+$225K	0.17%	131

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Significant Wealth Partners's NEE Position: Q4 2025 in Review

Significant Wealth Partners sold out of NextEra Energy (NEE) in Q4 2025, closing a stake of 3,257 shares — an estimated $246K sold.

Significant Wealth Partners first reported a position in NEE in Q4 2023 and held it in 8 quarters. The position peaked at $332K in Q3 2024. 2,961 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

Significant Wealth Partners reported no remaining NextEra Energy position as of Q4 2025 after selling out during the quarter.
Significant Wealth Partners sold 3,257 NextEra Energy shares in Q4 2025, an estimated $246K.
Significant Wealth Partners first reported a position in NextEra Energy in Q4 2023 and held it in 8 quarters.
Significant Wealth Partners's NextEra Energy position peaked at $332K in Q3 2024.
2,961 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Significant Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.