NEE — NEXTERA ENERGY INC

Ownership history in RESOURCES MANAGEMENT CORP /CT/ /ADV  ·  28 quarters on record

AI Ownership Summary

RESOURCES MANAGEMENT CORP /CT/ /ADV reported NEXTERA ENERGY INC (NEE) in 28 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.59% in 2024 Q3. The latest visible filing shows NEE at 2.32% 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 RESOURCES MANAGEMENT CORP /CT/ /ADV's position in NEXTERA ENERGY INC, 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 2.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.59% in 2024 Q3

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

Time in book
Holding Window
2023 Q4 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.

NEE stock page RESOURCES MANAGEMENT CORP /CT/ /ADV fund profile RESOURCES MANAGEMENT CORP /CT/ /ADV full holdings
How RESOURCES MANAGEMENT CORP /CT/ /ADV held NEE — position size vs. price
% of Fund (quarterly)    NEE price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 223,315 +221,015 +9609.3% 2.32% $17.9M 2026-02-14 (Est.) $93.16
2025 Q3 REDUCED 2,300 -224,353 -99.0% 0.03% $211K 2025-11-14 $82.75
2025 Q2 REDUCED 226,653 -1,319 -0.6% 2.14% $15.7M 2025-08-15 $73.82
2025 Q1 ADDED 227,972 +1,490 +0.7% 2.27% $16.2M 2025-05-16 $72.83
2024 Q4 REDUCED 226,482 -264 -0.1% 2.22% $16.2M 2025-02-14 $65.55
2024 Q3 REDUCED 226,746 -3,822 -1.7% 2.59% $19.2M 2024-11-15 $73.05
2024 Q2 REDUCED 230,568 -3,369 -1.4% 2.38% $16.3M 2024-08-14 $74.16
2024 Q1 ADDED 233,937 +233,876 +383403.3% 2.18% $15.0M 2024-05-15 $72.77
2023 Q4 REDUCED 61 -235,307 -100.0% 2.10% $14.2M 2024-02-14 $52.42
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NEE

As of 2026 Q1 — sorted by position size

Somerset Trust Co 3Y 7Y 2.67% NEVILLE RODIE & SHAW INC 3Y 7Y 1.15% ADIRONDACK TRUST CO 3Y 7Y 0.71% ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 0.57% Adelphi Trust Co 0.47% First County Bank /CT/ 0.25% MJT & Associates Financial Advisory Group, Inc. 0.23% LVM CAPITAL MANAGEMENT LTD/MI 3Y 7Y 0.19% Cassady Wealth & Retirement Planning, LLC 0.19% Hickory Point Bank & Trust 0.18%

FAQ About RESOURCES MANAGEMENT CORP /CT/ /ADV and NEE

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

How long has RESOURCES MANAGEMENT CORP /CT/ /ADV reported owning NEE?

RESOURCES MANAGEMENT CORP /CT/ /ADV reported NEE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NEE position in RESOURCES MANAGEMENT CORP /CT/ /ADV's portfolio?

The largest reported portfolio weight for NEE was 2.59% in 2024 Q3.

What is the latest reported NEE position on this page?

The most recent filing on this page is 2025 Q4, when RESOURCES MANAGEMENT CORP /CT/ /ADV reported 223,315 shares, equal to 2.32% of portfolio, with an estimated market value of $17.9M.

What does the chart on this NEE ownership page compare?

The chart compares RESOURCES MANAGEMENT CORP /CT/ /ADV'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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