Vista Cima Wealth Management’s NextEra Energy NEE Stock Holding History

Vista Cima Wealth 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	-9,014	Closed	-$680K	–	68
2025 Q3	$680K	Buy	+9,014	New	+$659K	0.57%	35

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

Vista Cima Wealth Management's NEE Position: Q4 2025 in Review

Vista Cima Wealth Management sold out of NextEra Energy (NEE) in Q4 2025, closing a stake of 9,014 shares — an estimated $680K sold.

Vista Cima Wealth Management first reported a position in NEE in Q3 2025 and held it in 1 quarter. The position peaked at $680K in Q3 2025. 2,961 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

Vista Cima Wealth Management reported no remaining NextEra Energy position as of Q4 2025 after selling out during the quarter.
Vista Cima Wealth Management sold 9,014 NextEra Energy shares in Q4 2025, an estimated $680K.
Vista Cima Wealth Management first reported a position in NextEra Energy in Q3 2025 and held it in 1 quarter.
Vista Cima Wealth Management's NextEra Energy position peaked at $680K in Q3 2025.
2,961 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Vista Cima Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.