AllSquare Wealth Management’s NextEra Energy NEE Stock Holding History

AllSquare 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	$75.5K	Hold	1,000	–	–	0.04%	191
2025 Q2	$69.4K	Hold	1,000	–	–	0.04%	191
2025 Q1	$70.9K	Sell	1,000 -568	-36%	-$40.1K	0.04%	178
2024 Q4	$112K	Hold	1,568	–	–	0.06%	141
2024 Q3	$133K	Buy	1,568 +44	+3%	+$3.43K	0.08%	134
2024 Q2	$108K	Hold	1,524	–	–	0.06%	139
2024 Q1	$97.4K	Hold	1,524	–	–	0.06%	152
2023 Q4	$92.6K	Hold	1,524	–	–	0.06%	151
2023 Q3	$87.3K	Hold	1,524	–	–	0.06%	149
2023 Q2	$111K	Hold	1,524	–	–	0.07%	126
2023 Q1	$117K	Buy	1,524 +70	+5%	+$5.38K	0.08%	126
2022 Q4	$122K	Hold	1,454	–	–	0.08%	121
2022 Q3	$114K	Hold	1,454	–	–	0.08%	116
2022 Q2	$113K	Hold	1,454	–	–	0.08%	120
2022 Q1	$123K	Buy	1,454 +59	+4%	+$4.73K	0.07%	128
2021 Q4	$130K	Sell	1,395 -604	-30%	-$52.2K	0.08%	123
2021 Q3	$157K	Sell	1,999 -90	-4%	-$7.26K	0.09%	112
2021 Q2	$153K	Buy	2,089 +21	+1%	+$1.58K	0.09%	120
2021 Q1	$156K	Hold	2,068	–	–	0.1%	115
2020 Q4	$160K	Sell	2,068 -40	-2%	-$2.99K	0.11%	102
2020 Q3	$146K	Hold	2,108	–	–	0.11%	101
2020 Q2	$127K	Hold	2,108	–	–	0.1%	106
2020 Q1	$127K	Sell	2,108 -68	-3%	-$4.27K	0.11%	96
2019 Q4	$132K	Sell	2,176 -176	-7%	-$10.3K	0.09%	109
2019 Q3	$137K	Hold	2,352	–	–	0.1%	101
2019 Q2	$120K	Hold	2,352	–	–	0.09%	107
2019 Q1	$114K	Buy	2,352 +820	+54%	+$37.5K	0.09%	118
2018 Q4	$67K	Hold	1,532	–	–	0.06%	141
2018 Q3	$64K	Sell	1,532 -180	-11%	-$7.66K	0.05%	156
2018 Q2	$71K	Buy	1,712 +180	+12%	+$7.27K	0.05%	141
2018 Q1	$63K	Hold	1,532	–	–	0.05%	130
2017 Q4	$60K	Hold	1,532	–	–	0.05%	130
2017 Q3	$56K	Hold	1,532	–	–	0.05%	132
2017 Q2	$54K	Hold	1,532	–	–	0.05%	69
2017 Q1	$49K	Hold	1,532	–	–	0.04%	134
2016 Q4	$46K	Hold	1,532	–	–	0.04%	138
2016 Q3	$47K	Hold	1,532	–	–	0.05%	126
2016 Q2	$50K	Sell	1,532 -532	-26%	-$16K	0.05%	119
2016 Q1	$61K	Hold	2,064	–	–	0.06%	103
2015 Q4	$54K	Sell	2,064 -532	-20%	-$13.5K	0.05%	111
2015 Q3	$63K	Hold	2,596	–	–	0.06%	101
2015 Q2	$64K	Hold	2,596	–	–	0.06%	107
2015 Q1	$68K	Hold	2,596	–	–	0.07%	104
2014 Q4	$69K	Buy	+2,596	New	+$65.6K	0.07%	104

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

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

AllSquare Wealth Management held its NextEra Energy (NEE) position steady in Q3 2025 at 1,000 shares worth $75.5K. The position accounts for 0.04% of the portfolio, ranked #191.

AllSquare Wealth Management first reported a position in NEE in Q4 2014 and has held it in 44 quarters since. The position peaked at $160K in Q4 2020. 2,749 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

AllSquare Wealth Management held 1,000 shares of NextEra Energy worth $75.5K as of Q3 2025.
AllSquare Wealth Management left its NextEra Energy share count unchanged in Q3 2025.
NextEra Energy made up 0.04% of AllSquare Wealth Management's portfolio in Q3 2025, its #191 holding.
AllSquare Wealth Management first reported a position in NextEra Energy in Q4 2014 and has held it in 44 quarters since.
AllSquare Wealth Management's NextEra Energy position peaked at $160K in Q4 2020.
2,749 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.