Zimmer Partners’s NextEra Energy NEE Stock Holding History

Zimmer Partners’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	-200,000	Closed	-$15.1M	–	153
2025 Q3	$15.1M	Sell	200,000 -250,000	-56%	-$18.3M	0.33%	63
2025 Q2	$31.2M	Buy	+450,000	New	+$31.3M	0.68%	34
2023 Q4	–	Sell	-175,000	Closed	-$10M	–	130
2023 Q3	$10M	Buy	+175,000	New	+$12.1M	0.26%	53
2020 Q3	–	Sell	-640,000	Closed	-$38.4M	–	144
2020 Q2	$38.4M	Buy	+640,000	New	+$38.3M	0.52%	48

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Zimmer Partners's NEE Position: Q4 2025 in Review

Zimmer Partners sold out of NextEra Energy (NEE) in Q4 2025, closing a stake of 538,002 shares — an estimated $40.6M sold.

Zimmer Partners first reported a position in NEE in Q2 2013 and held it in 31 quarters. The position peaked at $175M in Q1 2024. 2,956 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

Zimmer Partners reported no remaining NextEra Energy position as of Q4 2025 after selling out during the quarter.
Zimmer Partners sold 538,002 NextEra Energy shares in Q4 2025, an estimated $40.6M.
Zimmer Partners first reported a position in NextEra Energy in Q2 2013 and held it in 31 quarters.
Zimmer Partners's NextEra Energy position peaked at $175M in Q1 2024.
2,956 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Zimmer Partners's 13F filing for Q4 2025, filed 17 Feb 2026.