Transce3nd’s NextEra Energy NEE Stock Holding History

Transce3nd’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	-1,280	Closed	-$88.9K	–	784
2025 Q2	$88.9K	Buy	1,280 +2	+0.2%	+$139	0.04%	212
2025 Q1	$90.6K	Sell	1,278 -759	-37%	-$53.6K	0.04%	206
2024 Q4	$146K	Buy	+2,037	New	+$158K	0.05%	206

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Transce3nd's NEE Position: Q3 2025 in Review

Transce3nd sold out of NextEra Energy (NEE) in Q3 2025, closing a stake of 1,280 shares — an estimated $88.9K sold.

Transce3nd first reported a position in NEE in Q4 2024 and held it in 3 quarters. The position peaked at $146K in Q4 2024. 2,753 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

Transce3nd reported no remaining NextEra Energy position as of Q3 2025 after selling out during the quarter.
Transce3nd sold 1,280 NextEra Energy shares in Q3 2025, an estimated $88.9K.
Transce3nd first reported a position in NextEra Energy in Q4 2024 and held it in 3 quarters.
Transce3nd's NextEra Energy position peaked at $146K in Q4 2024.
2,753 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.