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Stonegate Investment Group, LLC

SEC CIK
0001904154
Latest filing
Nov 3, 2025

NEE holding history

Nextera Energy Inc in every 13F filed by Stonegate Investment Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NEE overviewAll 13F holders of NEEFull Q3 2025 holdings

Shares (Q3 2025)
118,813
Value
$8.97M
% of portfolio
0.2%
Quarters held
16
Since Q4 2021
Holdings of NEE by Stonegate Investment Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2025118,813$8.97M0.2%+374+0.3%AddedHolders
Q2 2025118,439$8.22M0.2%+5,986+5.3%AddedHolders
Q1 2025112,453$7.97M0.2%+738+0.7%AddedHolders
Q4 2024111,715$8.01M0.2%−3,581−3.1%ReducedHolders
Q3 2024115,296$9.75M0.3%+911+0.8%AddedHolders
Q2 2024114,385$8.10M0.2%−3,243−2.8%ReducedHolders
Q1 2024117,628$7.52M0.2%+117,628AddedHolders
Q4 20230$7.26M0.2%−129,393−100.0%ReducedHolders
Q3 2023129,393$7.41M0.3%−322−0.2%ReducedHolders
Q2 2023129,715$9.62M0.3%+50,932+64.6%AddedHolders
Q1 202378,783$6.07M0.2%−4,807−5.8%ReducedHolders
Q4 202283,590$6.99M0.3%−8,055−8.8%ReducedHolders
Q3 202291,645$7.19M0.3%−1,202−1.3%ReducedHolders
Q2 202292,847$7.19M0.3%+6,903+8.0%AddedHolders
Q1 202285,944$7.28M0.2%−121−0.1%ReducedHolders
Q4 202186,065$8.04M0.3%–No prior filingHolders