NEE NEXTERA ENERGY INC COM

Ownership history in HOWE & RUSLING INC  ·  53 quarters on record

AI Ownership Summary

HOWE & RUSLING INC reported NEXTERA ENERGY INC COM (NEE) in 53 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.4% in 2025 Q4. The latest visible filing shows NEE at 1.40% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NEE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HOWE & RUSLING INC's position in NEXTERA ENERGY INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

NEE was reported at 1.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.4% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HOWE & RUSLING INC held NEE — position size vs. price
% of Fund (quarterly)    NEE price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 263,427 +6,276 +2.4% 1.40% $21.1M 2026-02-14 (Est.) $93.16
2025 Q3 ADDED 257,151 +3,967 +1.6% 1.33% $19.4M 2025-11-05 $81.03
2025 Q2 ADDED 253,184 +114,580 +82.7% 1.30% $17.6M 2025-08-12 $70.35
2025 Q1 ADDED 138,604 +37,030 +36.5% 0.83% $9.8M 2025-06-17 $70.35
2024 Q4 ADDED 101,574 +1,926 +1.9% 0.63% $7.3M 2025-02-12 $66.73
2024 Q3 ADDED 99,648 +594 +0.6% 0.72% $8.4M 2024-11-08 $73.64
2024 Q2 ADDED 99,054 +39,226 +65.6% 0.64% $7.0M 2024-08-14 $74.16
2024 Q1 REDUCED 59,828 -28,310 -32.1% 0.37% $3.8M 2024-05-15 $72.77
2023 Q4 REDUCED 88,138 -26,713 -23.3% 0.57% $5.4M 2024-02-06 $52.63
2023 Q3 REDUCED 114,851 -33,783 -22.7% 0.78% $6.6M 2023-11-09 $50.80
43 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HOWE & RUSLING INC and NEE

These are the practical questions this page is built to answer before you even open the full history table.

How long has HOWE & RUSLING INC reported owning NEE?

HOWE & RUSLING INC reported NEE across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported NEE position in HOWE & RUSLING INC's portfolio?

The largest reported portfolio weight for NEE was 1.40% in 2025 Q4.

What is the latest reported NEE position on this page?

The most recent filing on this page is 2025 Q4, when HOWE & RUSLING INC reported 263,427 shares, equal to 1.40% of portfolio, with an estimated market value of $21.1M.

What does the chart on this NEE ownership page compare?

The chart compares HOWE & RUSLING INC's quarterly NEE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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