NEE — Nextera Energy Inc

Ownership history in SlateStone Wealth, LLC  ·  28 quarters on record

This page tracks every 13F SEC filing in which SlateStone Wealth, LLC reported a position in Nextera Energy Inc (NEE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.13% (2024 Q3)
Avg. % of fund
0.52%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 156,929 +1,752 +1.1% 1.05% $12.6M $79.74
2025 Q3 ADDED 155,177 +2,462 +1.6% 1.01% $11.7M $74.47
2025 Q2 ADDED 152,715 +1,783 +1.2% 0.99% $10.6M $67.96
2025 Q1 REDUCED 150,932 -766 -0.5% 1.07% $10.7M $68.84
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    NEE price (monthly, adj. close)

Other funds also holding NEE

As of 2025 Q4 — sorted by position size

Inherent Management Corp. 10.71% Portman Square Capital LLP 3Y 7.8% ACCOUNT MANAGEMENT LLC 3Y 7Y 7.4% MARK SHEPTOFF FINANCIAL PLANNING, LLC 3Y 7Y 7.02% Electron Capital Partners, LLC 3Y 7Y 6.59% Slocum, Gordon & Co LLP 6.25% Ausbil Investment Management Ltd 3Y 5.92% Asset Management Advisors, LLC 3Y 7Y 5.61% OPUS INVESTMENT MANAGEMENT INC 3Y 7Y 4.3% VANTAGE WEALTH 3Y 7Y 4.19%
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