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Stonegate Investment Group’s NextEra Energy NEE Stock Holding History

Stonegate Investment 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 		$8.97M Buy
118,813
+374
+0.3% +$27.3K 0.21% 60
2025
Q2 		$8.22M Buy
118,439
+5,986
+5% +$416K 0.21% 57
2025
Q1 		$7.97M Buy
112,453
+738
+0.7% +$52.1K 0.21% 56
2024
Q4 		$8.01M Sell
111,715
-3,581
-3% -$278K 0.21% 57
2024
Q3 		$9.75M Buy
115,296
+911
+0.8% +$71.1K 0.26% 53
2024
Q2 		$8.1M Sell
114,385
-3,243
-3% -$230K 0.23% 53
2024
Q1 		$7.52M Buy
+117,628
New +$6.89M 0.24% 57
2023
Q4 		– Sell
-129,393
Closed -$7.37M – 56
2023
Q3 		$7.41M Sell
129,393
-322
-0.2% -$22.3K 0.27% 55
2023
Q2 		$9.62M Buy
129,715
+50,932
+65% +$3.86M 0.34% 45
2023
Q1 		$6.07M Sell
78,783
-4,807
-6% -$370K 0.23% 59
2022
Q4 		$6.99M Sell
83,590
-8,055
-9% -$651K 0.3% 52
2022
Q3 		$7.19M Sell
91,645
-1,202
-1% -$102K 0.33% 53
2022
Q2 		$7.19M Buy
92,847
+6,903
+8% +$526K 0.32% 56
2022
Q1 		$7.28M Sell
85,944
-121
-0.1% -$9.7K 0.24% 58
2021
Q4 		$8.04M Buy
+86,065
New +$7.44M 0.34% 54

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stonegate Investment Group's NEE Position: Q3 2025 in Review

Stonegate Investment Group increased its NextEra Energy (NEE) stake by 0.32% in Q3 2025, buying an estimated $27.3K and bringing the position to 118,813 shares worth $8.97M. The position accounts for 0.21% of the portfolio, ranked #60.

Stonegate Investment Group first reported a position in NEE in Q4 2021 and has held it in 15 quarters since. The position peaked at $9.75M in Q3 2024. 2,749 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

  • Stonegate Investment Group held 118,813 shares of NextEra Energy worth $8.97M as of Q3 2025.
  • Stonegate Investment Group bought 374 NextEra Energy shares in Q3 2025, an estimated $27.3K.
  • NextEra Energy made up 0.21% of Stonegate Investment Group's portfolio in Q3 2025, its #60 holding.
  • Stonegate Investment Group first reported a position in NextEra Energy in Q4 2021 and has held it in 15 quarters since.
  • Stonegate Investment Group's NextEra Energy position peaked at $9.75M in Q3 2024.
  • 2,749 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.