Tucker Asset Management’s NextEra Energy NEE Stock Holding History

Tucker Asset 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	$32.7K	Buy	+407	New	+$33.7K	0.01%	372
2025 Q1	–	Sell	-409	Closed	-$29.3K	–	701
2024 Q4	$29.3K	Buy	409 +60	+17%	+$4.66K	﹤0.01%	468
2024 Q3	$29.5K	Hold	349	–	–	0.01%	434
2024 Q2	$24.7K	Buy	349 +5	+1%	+$355	0.01%	567
2024 Q1	$22K	Buy	344 +100	+41%	+$5.86K	0.01%	639
2023 Q4	$14.8K	Sell	244 -27	-10%	-$1.54K	﹤0.01%	612
2023 Q3	$15.5K	Sell	271 -1	-0.4%	-$69	﹤0.01%	554
2023 Q2	$20.2K	Sell	272 -38	-12%	-$2.88K	0.01%	402
2023 Q1	$23.9K	Sell	310 -460	-60%	-$35.4K	0.01%	379
2022 Q4	$64.7K	Buy	770 +556	+260%	+$44.9K	0.02%	126
2022 Q3	$16.6K	Hold	214	–	–	0.01%	267
2022 Q2	$16.6K	Buy	+214	New	+$16.3K	0.01%	188
2021 Q1	–	Sell	-224	Closed	-$17.3K	–	370
2020 Q4	$17.3K	Buy	+224	New	+$16.8K	0.01%	154

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

Tucker Asset Management's NEE Position: Q4 2025 in Review

Tucker Asset Management opened a new position in NextEra Energy (NEE) in Q4 2025: 407 shares worth $32.7K. The stake represents 0.01% of the portfolio and ranks #372 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in NEE as recently as Q4 2024.

Tucker Asset Management first reported a position in NEE in Q4 2020 and has held it in 13 quarters since. The position peaked at $64.7K in Q4 2022. 2,961 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

Tucker Asset Management held 407 shares of NextEra Energy worth $32.7K as of Q4 2025.
NextEra Energy was a new Tucker Asset Management position in Q4 2025.
NextEra Energy made up 0.01% of Tucker Asset Management's portfolio in Q4 2025, its #372 holding.
Tucker Asset Management first reported a position in NextEra Energy in Q4 2020 and has held it in 13 quarters since.
Tucker Asset Management's NextEra Energy position peaked at $64.7K in Q4 2022.
2,961 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.