Stuart Chaussee & Associates’s NextEra Energy NEE Stock Holding History

Stuart Chaussee & Associates’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	-540	Closed	-$40.8K	–	97
2025 Q3	$40.8K	Hold	540	–	–	0.01%	100
2025 Q2	$37.5K	Hold	540	–	–	0.01%	102
2025 Q1	$38.3K	Hold	540	–	–	0.01%	93
2024 Q4	$38.7K	Hold	540	–	–	0.01%	89
2024 Q3	$45.6K	Hold	540	–	–	0.01%	69
2024 Q2	$38.2K	Hold	540	–	–	0.01%	73
2024 Q1	$34.5K	Hold	540	–	–	0.01%	75
2023 Q4	$32.8K	Buy	540 +410	+315%	+$23.4K	0.01%	70
2023 Q3	$7.45K	Hold	130	–	–	﹤0.01%	102
2023 Q2	$9.65K	Hold	130	–	–	﹤0.01%	94
2023 Q1	$10K	Hold	130	–	–	﹤0.01%	87
2022 Q4	$10.9K	Hold	130	–	–	﹤0.01%	97
2022 Q3	$10K	Hold	130	–	–	0.02%	90
2022 Q2	$10K	Hold	130	–	–	0.02%	96
2022 Q1	$11K	Sell	130 -130	-50%	-$10.4K	0.01%	110
2021 Q4	$24K	Buy	+260	New	+$22.5K	0.01%	72
2021 Q1	–	Sell	-800	Closed	-$62K	–	283
2020 Q4	$62K	Hold	800	–	–	0.03%	38
2020 Q3	$56K	Buy	+800	New	+$55.2K	0.03%	40
2018 Q1	–	Sell	-52	Closed	-$2K	–	114
2017 Q4	$2K	Hold	52	–	–	﹤0.01%	101
2017 Q3	$2K	Hold	52	–	–	﹤0.01%	85
2017 Q2	$2K	Buy	+52	New	+$1.78K	﹤0.01%	82

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

Stuart Chaussee & Associates's NEE Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of NextEra Energy (NEE) in Q4 2025, closing a stake of 540 shares — an estimated $40.8K sold.

Stuart Chaussee & Associates first reported a position in NEE in Q2 2017 and held it in 21 quarters. The position peaked at $62K in Q4 2020. 2,961 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

Stuart Chaussee & Associates reported no remaining NextEra Energy position as of Q4 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 540 NextEra Energy shares in Q4 2025, an estimated $40.8K.
Stuart Chaussee & Associates first reported a position in NextEra Energy in Q2 2017 and held it in 21 quarters.
Stuart Chaussee & Associates's NextEra Energy position peaked at $62K in Q4 2020.
2,961 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.