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 Q1	–	Sell	-800,000	Closed	-$57.4M	–	559
2024 Q4	$57.4M	Hold	800,000	–	–	1.07%	17
2024 Q3	$67.6M	Buy	+800,000	New	+$62.4M	1.47%	9
2023 Q3	–	Sell	-200,000	Closed	-$14.8M	–	232
2023 Q2	$14.8M	Buy	200,000 +100,000	+100%	+$7.57M	1.14%	23
2023 Q1	$7.71M	Sell	100,000 -250,000	-71%	-$19.2M	0.49%	53
2022 Q4	$29.3M	Hold	350,000	–	–	1.19%	14
2022 Q3	$27.4M	Sell	350,000 -750,000	-68%	-$63.6M	0.67%	27
2022 Q2	$85.2M	Buy	1,100,000 +400,000	+57%	+$30.5M	2.08%	2
2022 Q1	$59.3M	Buy	700,000 +150,000	+27%	+$12M	1.23%	8
2021 Q4	$51.3M	Hold	550,000	–	–	1.1%	6
2021 Q3	$43.2M	Hold	550,000	–	–	1.08%	10
2021 Q2	$40.3M	Buy	+550,000	New	+$41.3M	1%	17

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.