SPC Financial Inc’s NextEra Energy NEE Stock Holding History

SPC Financial Inc’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	$996K	Buy	13,194 +757	+6%	+$55.3K	0.08%	117
2025 Q2	$863K	Sell	12,437 -855	-6%	-$59.4K	0.07%	129
2025 Q1	$942K	Buy	13,292 +241	+2%	+$17K	0.08%	113
2024 Q4	$936K	Buy	13,051 +516	+4%	+$40.1K	0.08%	115
2024 Q3	$1.06M	Buy	12,535 +2,464	+24%	+$192K	0.09%	105
2024 Q2	$713K	Buy	10,071 +2,828	+39%	+$201K	0.07%	122
2024 Q1	$463K	Buy	7,243 +1,036	+17%	+$60.7K	0.04%	164
2023 Q4	$377K	Buy	+6,207	New	+$354K	0.04%	171
2021 Q2	–	Sell	-3,250	Closed	-$246K	–	170
2021 Q1	$246K	Sell	3,250 -50	-2%	-$3.9K	0.03%	151
2020 Q4	$255K	Sell	3,300 -44	-1%	-$3.29K	0.04%	142
2020 Q3	$232K	Buy	+3,344	New	+$231K	0.04%	130

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

SPC Financial Inc's NEE Position: Q3 2025 in Review

SPC Financial Inc increased its NextEra Energy (NEE) stake by 6.1% in Q3 2025, buying an estimated $55.3K and bringing the position to 13,194 shares worth $996K. The position accounts for 0.08% of the portfolio, ranked #117.

SPC Financial Inc first reported a position in NEE in Q3 2020 and has held it in 11 quarters since. The position peaked at $1.06M in Q3 2024. 2,749 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

SPC Financial Inc held 13,194 shares of NextEra Energy worth $996K as of Q3 2025.
SPC Financial Inc bought 757 NextEra Energy shares in Q3 2025, an estimated $55.3K.
NextEra Energy made up 0.08% of SPC Financial Inc's portfolio in Q3 2025, its #117 holding.
SPC Financial Inc first reported a position in NextEra Energy in Q3 2020 and has held it in 11 quarters since.
SPC Financial Inc's NextEra Energy position peaked at $1.06M in Q3 2024.
2,749 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.