NEE — NEXTERA ENERGY INC

Ownership history in Stack Financial Management, Inc  ·  7 quarters on record

This page tracks every 13F SEC filing in which Stack Financial Management, Inc 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
1.95% (2025 Q3)
Avg. % of fund
0.84%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 308,616 -3,361 -1.1% 1.89% $24.8M $79.74
2025 Q3 REDUCED 311,977 -3,260 -1.0% 1.95% $23.6M $74.47
2025 Q2 ADDED 315,237 +312,436 +11154.4% 1.93% $21.9M $67.96
2022 Q4 REDUCED 2,801 -319 -10.2% 0.02% $234K $76.10
3 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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