Advisor Resource Council’s NextEra Energy NEE Stock Holding History

Advisor Resource Council’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 Q2	–	Sell	-5,781	Closed	-$402K	–	440
2025 Q1	$402K	Buy	+5,781	New	+$408K	0.03%	400
2024 Q1	–	Sell	-4,863	Closed	-$295K	–	410
2023 Q4	$295K	Buy	+4,863	New	+$277K	0.03%	348
2022 Q3	–	Sell	-9,030	Closed	-$699K	–	369
2022 Q2	$699K	Buy	9,030 +5,570	+161%	+$424K	0.06%	242
2022 Q1	$293K	Sell	3,460 -4,545	-57%	-$364K	0.09%	155
2021 Q4	$748K	Buy	8,005 +4,553	+132%	+$393K	0.06%	269
2021 Q3	$271K	Sell	3,452 -1,258	-27%	-$101K	0.08%	181
2021 Q2	$345K	Buy	+4,710	New	+$353K	0.04%	376

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

Norges Bank Oslo, Norway $935B AUM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor Resource Council's NEE Position: Q2 2025 in Review

Advisor Resource Council sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 5,781 shares — an estimated $402K sold.

Advisor Resource Council first reported a position in NEE in Q2 2021 and held it in 7 quarters. The position peaked at $748K in Q4 2021. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

Advisor Resource Council reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 5,781 NextEra Energy shares in Q2 2025, an estimated $402K.
Advisor Resource Council first reported a position in NextEra Energy in Q2 2021 and held it in 7 quarters.
Advisor Resource Council's NextEra Energy position peaked at $748K in Q4 2021.
2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.