von Borstel & Associates’s NextEra Energy NEE Stock Holding History

von Borstel & Associates’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	-8,790	Closed	-$745K	–	121
2025 Q3	$745K	Buy	+8,790	New	+$642K	0.11%	75
2025 Q2	–	Sell	-300	Closed	-$21K	–	100
2025 Q1	$21K	Buy	+300	New	+$21.2K	0.01%	112

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

von Borstel & Associates's NEE Position: Q4 2025 in Review

von Borstel & Associates sold out of NextEra Energy (NEE) in Q4 2025, closing a stake of 8,790 shares — an estimated $745K sold.

von Borstel & Associates first reported a position in NEE in Q1 2025 and held it in 2 quarters. The position peaked at $745K in Q3 2025. 2,961 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

von Borstel & Associates reported no remaining NextEra Energy position as of Q4 2025 after selling out during the quarter.
von Borstel & Associates sold 8,790 NextEra Energy shares in Q4 2025, an estimated $745K.
von Borstel & Associates first reported a position in NextEra Energy in Q1 2025 and held it in 2 quarters.
von Borstel & Associates's NextEra Energy position peaked at $745K in Q3 2025.
2,961 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on von Borstel & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.