Apexium Financial’s NextEra Energy NEE Stock Holding History

Apexium Financial’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	$223K	Buy	2,960 +13	+0.4%	+$950	0.01%	270
2025 Q2	$205K	Sell	2,947 -1,031	-26%	-$71.6K	0.01%	269
2025 Q1	$282K	Sell	3,978 -341	-8%	-$24.1K	0.02%	230
2024 Q4	$310K	Sell	4,319 -335	-7%	-$26K	0.02%	206
2024 Q3	$393K	Sell	4,654 -172	-4%	-$13.4K	0.03%	163
2024 Q2	$342K	Buy	4,826 +42	+0.9%	+$2.98K	0.02%	168
2024 Q1	$306K	Sell	4,784 -2,539	-35%	-$149K	0.02%	177
2023 Q4	$445K	Buy	7,323 +2,266	+45%	+$129K	0.03%	183
2023 Q3	$290K	Buy	5,057 +104	+2%	+$7.2K	0.03%	175
2023 Q2	$367K	Buy	4,953 +483	+11%	+$36.6K	0.03%	157
2023 Q1	$345K	Sell	4,470 -3	-0.1%	-$231	0.03%	160
2022 Q4	$374K	Sell	4,473 -74	-2%	-$5.98K	0.04%	148
2022 Q3	$357K	Buy	+4,547	New	+$386K	0.04%	142

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

Apexium Financial's NEE Position: Q3 2025 in Review

Apexium Financial increased its NextEra Energy (NEE) stake by 0.44% in Q3 2025, buying an estimated $950 and bringing the position to 2,960 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #270.

Apexium Financial first reported a position in NEE in Q3 2022 and has held it in 13 quarters since. The position peaked at $445K in Q4 2023. 2,749 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

Apexium Financial held 2,960 shares of NextEra Energy worth $223K as of Q3 2025.
Apexium Financial bought 13 NextEra Energy shares in Q3 2025, an estimated $950.
NextEra Energy made up 0.01% of Apexium Financial's portfolio in Q3 2025, its #270 holding.
Apexium Financial first reported a position in NextEra Energy in Q3 2022 and has held it in 13 quarters since.
Apexium Financial's NextEra Energy position peaked at $445K in Q4 2023.
2,749 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.