Tortoise Investment Management’s NextEra Energy NEE Stock Holding History

Tortoise Investment Management’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	-515	Closed	-$38.9K	–	1003
2025 Q3	$38.9K	Buy	515 +9	+2%	+$658	﹤0.01%	431
2025 Q2	$35.1K	Buy	506 +103	+26%	+$7.15K	﹤0.01%	431
2025 Q1	$28.6K	Sell	403 -1,540	-79%	-$109K	﹤0.01%	449
2024 Q4	$139K	Buy	1,943 +149	+8%	+$11.6K	0.01%	266
2024 Q3	$152K	Buy	1,794 +369	+26%	+$28.8K	0.02%	259
2024 Q2	$101K	Sell	1,425 -48	-3%	-$3.41K	0.01%	297
2024 Q1	$94.2K	Sell	1,473 -83	-5%	-$4.86K	0.01%	301
2023 Q4	$94.5K	Sell	1,556 -20	-1%	-$1.14K	0.01%	280
2023 Q3	$90.3K	Sell	1,576 -173	-10%	-$12K	0.01%	283
2023 Q2	$130K	Buy	1,749 +125	+8%	+$9.46K	0.02%	251
2023 Q1	$125K	Sell	1,624 -76	-4%	-$5.84K	0.02%	241
2022 Q4	$142K	Sell	1,700 -27	-2%	-$2.18K	0.02%	220
2022 Q3	$135K	Buy	1,727 +32	+2%	+$2.71K	0.03%	216
2022 Q2	$131K	Buy	1,695 +406	+31%	+$30.9K	0.03%	202
2022 Q1	$109K	Hold	1,289	–	–	0.02%	223
2021 Q4	$120K	Buy	1,289 +196	+18%	+$16.9K	0.02%	204
2021 Q3	$86K	Buy	1,093 +45	+4%	+$3.63K	0.02%	212
2021 Q2	$77K	Buy	1,048 +147	+16%	+$11K	0.02%	218
2021 Q1	$68K	Buy	901 +35	+4%	+$2.73K	0.01%	230
2020 Q4	$67K	Buy	866 +78	+10%	+$5.83K	0.02%	215
2020 Q3	$55K	Sell	788 -680	-46%	-$46.9K	0.01%	224
2020 Q2	$88K	Sell	1,468 -52	-3%	-$3.11K	0.02%	186
2020 Q1	$91K	Sell	1,520 -72	-5%	-$4.53K	0.03%	180
2019 Q4	$96K	Hold	1,592	–	–	0.02%	195
2019 Q3	$93K	Sell	1,592 -500	-24%	-$27.1K	0.02%	188
2019 Q2	$107K	Buy	2,092 +1,000	+92%	+$49.2K	0.03%	189
2019 Q1	$53K	Buy	1,092 +32	+3%	+$1.46K	0.01%	242
2018 Q4	$46K	Sell	1,060 -240	-18%	-$10.5K	0.01%	242
2018 Q3	$54K	Hold	1,300	–	–	0.01%	234
2018 Q2	$54K	Hold	1,300	–	–	0.01%	240
2018 Q1	$53K	Hold	1,300	–	–	0.01%	233
2017 Q4	$51K	Hold	1,300	–	–	0.01%	241
2017 Q3	$48K	Sell	1,300 -224	-15%	-$8.21K	0.01%	235
2017 Q2	$53K	Hold	1,524	–	–	0.02%	211
2017 Q1	$49K	Buy	1,524 +116	+8%	+$3.65K	0.02%	204
2016 Q4	$42K	Buy	1,408 +108	+8%	+$3.23K	0.01%	214
2016 Q3	$40K	Sell	1,300 -812	-38%	-$25.6K	0.01%	211
2016 Q2	$69K	Buy	2,112 +812	+62%	+$24.4K	0.02%	170
2016 Q1	$38K	Hold	1,300	–	–	0.01%	216
2015 Q4	$34K	Buy	1,300 +500	+63%	+$12.7K	0.01%	233
2015 Q3	$20K	Hold	800	–	–	0.01%	250
2015 Q2	$20K	Hold	800	–	–	0.01%	271
2015 Q1	$21K	Hold	800	–	–	0.01%	259
2014 Q4	$21K	Hold	800	–	–	0.01%	277
2014 Q3	$19K	Hold	800	–	–	0.01%	268
2014 Q2	$20K	Hold	800	–	–	0.01%	273
2014 Q1	$19K	Hold	800	–	–	0.01%	233
2013 Q4	$17K	Hold	800	–	–	0.01%	228
2013 Q3	$16K	Hold	800	–	–	0.01%	213
2013 Q2	$16K	Buy	+800	New	+$15.9K	0.01%	202

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

Tortoise Investment Management's NEE Position: Q4 2025 in Review

Tortoise Investment Management sold out of NextEra Energy (NEE) in Q4 2025, closing a stake of 515 shares — an estimated $38.9K sold.

Tortoise Investment Management first reported a position in NEE in Q2 2013 and held it in 50 quarters. The position peaked at $152K in Q3 2024. 2,961 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

Tortoise Investment Management reported no remaining NextEra Energy position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 515 NextEra Energy shares in Q4 2025, an estimated $38.9K.
Tortoise Investment Management first reported a position in NextEra Energy in Q2 2013 and held it in 50 quarters.
Tortoise Investment Management's NextEra Energy position peaked at $152K in Q3 2024.
2,961 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.