Stephens Consulting’s NextEra Energy NEE Stock Holding History

Stephens Consulting’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	$9.96K	Hold	124	–	–	﹤0.01%	240
2025 Q3	$9.36K	Sell	124 -114	-48%	-$8.33K	﹤0.01%	231
2025 Q2	$16.5K	Sell	238 -314	-57%	-$21.8K	﹤0.01%	278
2025 Q1	$39.1K	Buy	552 +7	+1%	+$494	0.01%	208
2024 Q4	$39.1K	Hold	545	–	–	0.01%	206
2024 Q3	$46.1K	Buy	545 +21	+4%	+$1.64K	0.01%	194
2024 Q2	$37.1K	Hold	524	–	–	0.01%	208
2024 Q1	$33.5K	Sell	524 -104	-17%	-$6.09K	0.01%	208
2023 Q4	$38.1K	Sell	628 -56	-8%	-$3.19K	0.01%	201
2023 Q3	$39.2K	Hold	684	–	–	0.02%	187
2023 Q2	$50.8K	Hold	684	–	–	0.02%	165
2023 Q1	$52.7K	Hold	684	–	–	0.03%	166
2022 Q4	$57.2K	Sell	684 -213	-24%	-$17.2K	0.04%	160
2022 Q3	$70.3K	Hold	897	–	–	0.06%	138
2022 Q2	$69.5K	Buy	897 +437	+95%	+$33.3K	0.06%	140
2022 Q1	$39K	Buy	460 +124	+37%	+$9.94K	0.03%	212
2021 Q4	$31.4K	Buy	+336	New	+$29K	0.03%	244

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Stephens Consulting's NEE Position: Q4 2025 in Review

Stephens Consulting held its NextEra Energy (NEE) position steady in Q4 2025 at 124 shares worth $9.96K. The position accounts for ﹤0.01% of the portfolio, ranked #240.

Stephens Consulting first reported a position in NEE in Q4 2021 and has held it in 17 quarters since. The position peaked at $70.3K in Q3 2022. 2,956 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

Stephens Consulting held 124 shares of NextEra Energy worth $9.96K as of Q4 2025.
Stephens Consulting left its NextEra Energy share count unchanged in Q4 2025.
NextEra Energy made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #240 holding.
Stephens Consulting first reported a position in NextEra Energy in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's NextEra Energy position peaked at $70.3K in Q3 2022.
2,956 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.