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Accredited Wealth Management’s NextEra Energy NEE Stock Holding History

Accredited 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 		$327K Sell
500
-3,831
-88% -$280K 0.24% 54
2025
Q2 		$301K Sell
4,331
-50
-1% -$3.47K 0.24% 55
2025
Q1 		$311K Hold
4,381
– – 0.26% 46
2024
Q4 		$314K Buy
+4,381
New +$340K 0.27% 52

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Accredited Wealth Management reduced its NextEra Energy (NEE) stake by 88% in Q3 2025, selling an estimated $280K and leaving 500 shares worth $327K. The position accounts for 0.24% of the portfolio, ranked #54.

Accredited Wealth Management first reported a position in NEE in Q4 2024 and has held it in 4 quarters since. 2,749 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

  • Accredited Wealth Management held 500 shares of NextEra Energy worth $327K as of Q3 2025.
  • Accredited Wealth Management sold 3,831 NextEra Energy shares in Q3 2025, an estimated $280K.
  • NextEra Energy made up 0.24% of Accredited Wealth Management's portfolio in Q3 2025, its #54 holding.
  • Accredited Wealth Management first reported a position in NextEra Energy in Q4 2024 and has held it in 4 quarters since.
  • 2,749 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.