SIR Capital Management’s NextEra Energy NEE Stock Holding History

SIR Capital Management’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	-230,700	Closed	-$17.4M	–	89
2025 Q3	$17.4M	Buy	+230,700	New	+$16.9M	1.56%	21
2015 Q3	–	Sell	-61,200	Closed	-$1.5M	–	68
2015 Q2	$1.5M	Sell	61,200 -28,400	-32%	-$722K	0.18%	61
2015 Q1	$2.33M	Sell	89,600 -399,600	-82%	-$10.5M	0.33%	56
2014 Q4	$13M	Buy	+489,200	New	+$12.4M	2.73%	12
2014 Q3	–	Sell	-86,000	Closed	-$2.2M	–	69
2014 Q2	$2.2M	Buy	+86,000	New	+$2.09M	0.29%	55
2014 Q1	–	Sell	-283,600	Closed	-$6.07M	–	67
2013 Q4	$6.07M	Buy	283,600 +176,400	+165%	+$3.72M	1.13%	22
2013 Q3	$2.15M	Buy	107,200 +56,000	+109%	+$1.16M	0.36%	57
2013 Q2	$1.04M	Buy	+51,200	New	+$1.02M	0.17%	59

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

SIR Capital Management's NEE Position: Q4 2025 in Review

SIR Capital Management sold out of NextEra Energy (NEE) in Q4 2025, closing a stake of 230,700 shares — an estimated $17.4M sold.

SIR Capital Management first reported a position in NEE in Q2 2013 and held it in 8 quarters. The position peaked at $17.4M in Q3 2025. 2,961 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

SIR Capital Management reported no remaining NextEra Energy position as of Q4 2025 after selling out during the quarter.
SIR Capital Management sold 230,700 NextEra Energy shares in Q4 2025, an estimated $17.4M.
SIR Capital Management first reported a position in NextEra Energy in Q2 2013 and held it in 8 quarters.
SIR Capital Management's NextEra Energy position peaked at $17.4M in Q3 2025.
2,961 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on SIR Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.