1858 Wealth Management’s NextEra Energy NEE Stock Holding History

1858 Wealth Management’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$471K	Sell	6,238 -92	-1%	-$6.72K	0.33%	57
2025 Q2	$439K	Buy	6,330 +874	+16%	+$60.7K	0.32%	64
2025 Q1	$387K	Sell	5,456 -2,651	-33%	-$187K	0.33%	65
2024 Q4	$581K	Sell	8,107 -36	-0.4%	-$2.8K	0.46%	59
2024 Q3	$688K	Sell	8,143 -880	-10%	-$68.7K	0.57%	50
2024 Q2	$639K	Sell	9,023 -1,384	-13%	-$98.2K	0.53%	56
2024 Q1	$632K	Hold	10,407	–	–	0.6%	52
2023 Q4	$632K	Buy	+10,407	New	+$593K	0.6%	52

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

1858 Wealth Management's NEE Position: Q3 2025 in Review

1858 Wealth Management reduced its NextEra Energy (NEE) stake by 1.5% in Q3 2025, selling an estimated $6.72K and leaving 6,238 shares worth $471K. The position accounts for 0.33% of the portfolio, ranked #57.

1858 Wealth Management first reported a position in NEE in Q4 2023 and has held it in 8 quarters since. The position peaked at $688K in Q3 2024. 2,750 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

1858 Wealth Management held 6,238 shares of NextEra Energy worth $471K as of Q3 2025.
1858 Wealth Management sold 92 NextEra Energy shares in Q3 2025, an estimated $6.72K.
NextEra Energy made up 0.33% of 1858 Wealth Management's portfolio in Q3 2025, its #57 holding.
1858 Wealth Management first reported a position in NextEra Energy in Q4 2023 and has held it in 8 quarters since.
1858 Wealth Management's NextEra Energy position peaked at $688K in Q3 2024.
2,750 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.