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Juno Beach Today
By the People, for the People
Perigon Wealth Management Reduces NextEra Energy Holdings
The investment firm decreased its stake in the utility provider by 10.9% in Q4 2025.
Apr. 3, 2026 at 11:10am
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Institutional investors continue to closely monitor the financial mechanics behind the renewable energy transition.Juno Beach TodayPerigon Wealth Management LLC reduced its position in NextEra Energy, Inc. (NYSE:NEE) by 10.9% during the fourth quarter, according to a recent SEC filing. The firm now owns 115,757 shares of the utilities provider's stock, valued at $9.29 million.
Why it matters
NextEra Energy is one of the largest renewable energy companies in the United States, and changes in institutional ownership can signal shifts in investor sentiment around the stock and the broader clean energy sector.
The details
Perigon Wealth Management sold 14,150 shares of NextEra Energy stock during the quarter, bringing its total holdings down to 115,757 shares. The firm's position in NextEra Energy was worth $9.29 million at the end of the quarter.
- Perigon Wealth Management filed its 13F report for the fourth quarter of 2025 on April 3, 2026.
- The firm reduced its NextEra Energy holdings during the three-month period ending December 31, 2025.
The players
Perigon Wealth Management LLC
An investment management firm that oversees a portfolio of stocks, bonds, and other assets for its clients.
NextEra Energy, Inc.
A leading clean energy company with regulated utility operations and a large portfolio of wind, solar, and energy storage projects.
The takeaway
This filing highlights the ongoing shifts in institutional ownership of NextEra Energy and other renewable energy stocks as investors weigh factors like valuation, growth prospects, and the broader transition to clean power.
