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Ken Fisher’s NEE Holdings & Trades

First Buy
Q3 2015
Duration Held
41 Quarters
Largest Add
Q2 2020
+11.75 M Shares
Current Position
22,822 Shares
$1.83 M Value

Ken Fisher's NEE Position Overview

Ken Fisher (via Fisher Asset Management, LLC) currently holds 22,822 shares of NextEra Energy, Inc. (NEE) worth $1.83 M, representing 0.00% of the portfolio. First purchased in 2015-Q3, this long-term strategic position has been held for 41 quarters.

Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in NEE, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2020, adding 11.75 M shares. Largest reduction occurred in Q4 2023, reducing 9.71 M shares.

Analysis based on 13F filings available since 2013 Q2

Ken Fisher's NextEra Energy (NEE) Holding Value Over Time

Track share changes against reported price movement

Quarterly NextEra Energy (NEE) Trades by Ken Fisher

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q3 2015 +34,576 New Buy 34,576 $24.38
Q4 2015 -26,776 Reduce 77.44% 7,800 $26.03
Q1 2016 -7,800 Sold Out 0 $0.00
Q3 2016 +6,596 New Buy 6,596 $30.62
Q4 2016 +1,104 Add 16.74% 7,700 $29.87
Q1 2017 -7,700 Sold Out 0 $0.00
Q2 2017 +9,136 New Buy 9,136 $35.03
Q3 2017 +2,884 Add 31.57% 12,020 $36.61
Q4 2017 +3,688 Add 30.68% 15,708 $39.02
Q1 2018 -8,704 Reduce 55.41% 7,004 $40.83
Q2 2018 +1,912 Add 27.30% 8,916 $41.72
Q3 2018 -3,240 Reduce 36.34% 5,676 $41.93
Q4 2018 -516 Reduce 9.09% 5,160 $43.41
Q1 2019 -5,160 Sold Out 0 $0.00
Q2 2019 +7,268 New Buy 7,268 $51.18
Q3 2019 -2,100 Reduce 28.89% 5,168 $58.24
Q4 2019 +1,232 Add 23.84% 6,400 $60.62
Q1 2020 +988 Add 15.44% 7,388 $60.23
Q2 2020 +11.75 M Add 158981.70% 11.75 M $60.04
Q3 2020 +765,220 Add 6.51% 12.52 M $69.39
Q4 2020 +528,475 Add 4.22% 13.05 M $77.15
Q1 2021 +559,423 Add 4.29% 13.61 M $75.61
Q2 2021 +546,944 Add 4.02% 14.15 M $73.28
Q3 2021 +440,144 Add 3.11% 14.59 M $78.52
Q4 2021 +484,081 Add 3.32% 15.08 M $93.36
Q1 2022 +586,815 Add 3.89% 15.66 M $84.71
Q2 2022 +564,306 Add 3.60% 16.23 M $77.46
Q3 2022 -6.77 M Reduce 41.69% 9.46 M $78.41
Q4 2022 +9,013 Add 0.10% 9.47 M $83.60
Q1 2023 +42,095 Add 0.44% 9.51 M $77.08
Q2 2023 +146,499 Add 1.54% 9.66 M $74.20
Q3 2023 +116,944 Add 1.21% 9.78 M $57.29
Q4 2023 -9.71 M Reduce 99.27% 70,948 $60.74
Q1 2024 -33,729 Reduce 47.54% 37,219 $63.91
Q2 2024 -3,824 Reduce 10.27% 33,395 $70.81
Q3 2024 -7,643 Reduce 22.89% 25,752 $84.53
Q4 2024 -652 Reduce 2.53% 25,100 $71.69
Q1 2025 -2,600 Reduce 10.36% 22,500 $70.89
Q2 2025 -895 Reduce 3.98% 21,605 $69.42
Q3 2025 -847 Reduce 3.92% 20,758 $75.49
Q4 2025 +2,064 Add 9.94% 22,822 $80.28

Ken Fisher's NextEra Energy Investment FAQs

Ken Fisher first purchased NextEra Energy, Inc. (NEE) in Q3 2015, acquiring 34,576 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ken Fisher has held NextEra Energy, Inc. (NEE) for 41 quarters since Q3 2015.

Ken Fisher's largest addition to NextEra Energy, Inc. (NEE) was in Q2 2020, adding 11,752,956 shares worth $705.68 M.

According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 22,822 shares of NextEra Energy, Inc. (NEE), valued at approximately $1.83 M.

As of the Q4 2025 filing, NextEra Energy, Inc. (NEE) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.

Ken Fisher's peak holding in NextEra Energy, Inc. (NEE) was 16,228,364 shares, as reported at the end of Q2 2022.