St. Denis J. Villere & Co’s NextEra Energy NEE Stock Holding History

St. Denis J. Villere & Co’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	-2,950	Closed	-$223K	–	83
2025 Q3	$223K	Hold	2,950	–	–	0.02%	76
2025 Q2	$205K	Sell	2,950 -1,000	-25%	-$69.5K	0.02%	77
2025 Q1	$280K	Hold	3,950	–	–	0.03%	69
2024 Q4	$283K	Hold	3,950	–	–	0.03%	70
2024 Q3	$334K	Hold	3,950	–	–	0.03%	67
2024 Q2	$280K	Sell	3,950 -500	-11%	-$35.5K	0.02%	69
2024 Q1	$284K	Sell	4,450 -1,500	-25%	-$87.9K	0.02%	67
2023 Q4	$361K	Buy	+5,950	New	+$339K	0.03%	58

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

St. Denis J. Villere & Co's NEE Position: Q4 2025 in Review

St. Denis J. Villere & Co sold out of NextEra Energy (NEE) in Q4 2025, closing a stake of 2,950 shares — an estimated $223K sold.

St. Denis J. Villere & Co first reported a position in NEE in Q4 2023 and held it in 8 quarters. The position peaked at $361K in Q4 2023. 2,961 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

St. Denis J. Villere & Co reported no remaining NextEra Energy position as of Q4 2025 after selling out during the quarter.
St. Denis J. Villere & Co sold 2,950 NextEra Energy shares in Q4 2025, an estimated $223K.
St. Denis J. Villere & Co first reported a position in NextEra Energy in Q4 2023 and held it in 8 quarters.
St. Denis J. Villere & Co's NextEra Energy position peaked at $361K in Q4 2023.
2,961 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on St. Denis J. Villere & Co's 13F filing for Q4 2025, filed 28 Jan 2026.