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Anderson Financial Strategies’s NextEra Energy NEE Stock Holding History

Anderson Financial Strategies’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
-2,015
Closed -$143K – 149
2025
Q1 		$143K Buy
+2,015
New +$142K 0.09% 69

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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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Anderson Financial Strategies's NEE Position: Q2 2025 in Review

Anderson Financial Strategies sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 2,015 shares — an estimated $143K sold.

Anderson Financial Strategies first reported a position in NEE in Q1 2025 and held it in 1 quarter. The position peaked at $143K in Q1 2025. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

  • Anderson Financial Strategies reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 2,015 NextEra Energy shares in Q2 2025, an estimated $143K.
  • Anderson Financial Strategies first reported a position in NextEra Energy in Q1 2025 and held it in 1 quarter.
  • Anderson Financial Strategies's NextEra Energy position peaked at $143K in Q1 2025.
  • 2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.