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TFB Advisors’s NextEra Energy NEE Stock Holding History

TFB Advisors’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 		– Sell
-4,124
Closed -$286K – 337
2025
Q2 		$286K Sell
4,124
-751
-15% -$52.2K 0.08% 269
2025
Q1 		$346K Sell
4,875
-762
-14% -$53.8K 0.1% 224
2024
Q4 		$404K Sell
5,637
-42
-0.7% -$3.26K 0.12% 200
2024
Q3 		$480K Buy
5,679
+62
+1% +$4.84K 0.14% 169
2024
Q2 		$398K Buy
5,617
+1,650
+42% +$117K 0.13% 177
2024
Q1 		$272K Buy
+3,967
New +$232K 0.1% 218
2023
Q4 		– Sell
-3,876
Closed -$222K – 188
2023
Q3 		$222K Sell
3,876
-804
-17% -$55.7K 0.27% 97
2023
Q2 		$347K Buy
4,680
+1,371
+41% +$104K 0.15% 160
2023
Q1 		$255K Buy
3,309
+210
+7% +$16.1K 0.19% 110
2022
Q4 		$259K Buy
+3,099
New +$250K 0.22% 99

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TFB Advisors's NEE Position: Q3 2025 in Review

TFB Advisors sold out of NextEra Energy (NEE) in Q3 2025, closing a stake of 4,124 shares — an estimated $286K sold.

TFB Advisors first reported a position in NEE in Q4 2022 and held it in 10 quarters. The position peaked at $480K in Q3 2024. 2,753 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

  • TFB Advisors reported no remaining NextEra Energy position as of Q3 2025 after selling out during the quarter.
  • TFB Advisors sold 4,124 NextEra Energy shares in Q3 2025, an estimated $286K.
  • TFB Advisors first reported a position in NextEra Energy in Q4 2022 and held it in 10 quarters.
  • TFB Advisors's NextEra Energy position peaked at $480K in Q3 2024.
  • 2,753 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on TFB Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.