Sonora Investment Management Group’s NextEra Energy NEE Stock Holding History

Sonora Investment Management Group’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	$356K	Buy	4,720 +118	+3%	+$8.62K	0.03%	209
2025 Q2	$319K	Sell	4,602 -11,183	-71%	-$777K	0.02%	217
2025 Q1	$1.12M	Sell	15,785 -52	-0.3%	-$3.67K	0.09%	120
2024 Q4	$1.14M	Buy	15,837 +6,820	+76%	+$530K	0.09%	126
2024 Q3	$762K	Sell	9,017 -621	-6%	-$48.5K	0.06%	146
2024 Q2	$616K	Hold	9,638	–	–	0.05%	159
2024 Q1	$616K	Sell	9,638 -95	-1%	-$5.57K	0.05%	159
2023 Q4	$591K	Buy	9,733 +1,285	+15%	+$73.2K	0.05%	154
2023 Q3	$484K	Buy	8,448 +2,084	+33%	+$144K	0.04%	163
2023 Q2	$472K	Buy	6,364 +403	+7%	+$30.5K	0.04%	162
2023 Q1	$459K	Buy	5,961 +126	+2%	+$9.69K	0.04%	165
2022 Q4	$488K	Sell	5,835 -183	-3%	-$14.8K	0.04%	160
2022 Q3	$466K	Hold	6,018	–	–	0.06%	130
2022 Q2	$466K	Buy	6,018 +439	+8%	+$33.4K	0.04%	163
2022 Q1	$473K	Buy	5,579 +11	+0.2%	+$882	0.05%	137
2021 Q4	$520K	Buy	+5,568	New	+$481K	0.06%	131

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sonora Investment Management Group's NEE Position: Q3 2025 in Review

Sonora Investment Management Group increased its NextEra Energy (NEE) stake by 2.6% in Q3 2025, buying an estimated $8.62K and bringing the position to 4,720 shares worth $356K. The position accounts for 0.03% of the portfolio, ranked #209.

Sonora Investment Management Group first reported a position in NEE in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.14M in Q4 2024. 2,750 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

Sonora Investment Management Group held 4,720 shares of NextEra Energy worth $356K as of Q3 2025.
Sonora Investment Management Group bought 118 NextEra Energy shares in Q3 2025, an estimated $8.62K.
NextEra Energy made up 0.03% of Sonora Investment Management Group's portfolio in Q3 2025, its #209 holding.
Sonora Investment Management Group first reported a position in NextEra Energy in Q4 2021 and has held it in 16 quarters since.
Sonora Investment Management Group's NextEra Energy position peaked at $1.14M in Q4 2024.
2,750 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.