Weiss Asset Management’s NextEra Energy NEE Stock Holding History

Weiss 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 Q2	–	Sell	-29,434	Closed	-$2.09M	–	495
2025 Q1	$2.09M	Sell	29,434 -149,674	-84%	-$10.6M	0.04%	163
2024 Q4	$12.8M	Buy	+179,108	New	+$13.9M	0.24%	94
2024 Q2	–	Sell	-991,655	Closed	-$63.4M	–	378
2024 Q1	$63.4M	Buy	991,655 +85,097	+9%	+$4.99M	2.18%	8
2023 Q4	$55.1M	Buy	906,558 +722,996	+394%	+$41.2M	2.63%	6
2023 Q3	$10.5M	Buy	+183,562	New	+$12.7M	0.62%	33
2023 Q2	–	Sell	-1	Closed	-$76	–	287
2023 Q1	$77	Buy	+1	New	+$77	﹤0.01%	331
2022 Q4	–	Sell	-64,100	Closed	-$5.18M	–	620
2022 Q3	$5.03M	Buy	+64,100	New	+$5.44M	0.12%	232
2022 Q2	–	Sell	-10,993	Closed	-$837K	–	756
2022 Q1	$931K	Buy	+10,993	New	+$881K	0.02%	570
2019 Q1	–	Sell	-271,100	Closed	-$11.8M	–	471
2018 Q4	$11.8M	Buy	271,100 +111,204	+70%	+$4.86M	0.83%	34
2018 Q3	$6.7M	Buy	+159,896	New	+$6.81M	0.52%	49

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Weiss Asset Management's NEE Position: Q2 2025 in Review

Weiss Asset Management sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 29,434 shares — an estimated $2.09M sold.

Weiss Asset Management first reported a position in NEE in Q3 2018 and held it in 10 quarters. The position peaked at $63.4M in Q1 2024. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

Weiss Asset Management reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
Weiss Asset Management sold 29,434 NextEra Energy shares in Q2 2025, an estimated $2.09M.
Weiss Asset Management first reported a position in NextEra Energy in Q3 2018 and held it in 10 quarters.
Weiss Asset Management's NextEra Energy position peaked at $63.4M in Q1 2024.
2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Weiss Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.