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Ategra Capital Management’s NextEra Energy NEE Stock Holding History

Ategra Capital 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
Q1 		– Sell
-24,420
Closed -$1.75M – 24
2024
Q4 		$1.75M Buy
24,420
+10,200
+72% +$792K 1.16% 16
2024
Q3 		$1.2M Hold
14,220
– – 0.85% 18
2024
Q2 		$1.01M Sell
14,220
-15,070
-51% -$1.07M 0.84% 18
2024
Q1 		$1.87M Buy
29,290
+765
+3% +$44.8K 0.85% 27
2023
Q4 		$1.73M Buy
+28,525
New +$1.63M 0.76% 33

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
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

Ategra Capital Management's NEE Position: Q1 2025 in Review

Ategra Capital Management sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 24,420 shares — an estimated $1.75M sold.

Ategra Capital Management first reported a position in NEE in Q4 2023 and held it in 5 quarters. The position peaked at $1.87M in Q1 2024. 2,734 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

  • Ategra Capital Management reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
  • Ategra Capital Management sold 24,420 NextEra Energy shares in Q1 2025, an estimated $1.75M.
  • Ategra Capital Management first reported a position in NextEra Energy in Q4 2023 and held it in 5 quarters.
  • Ategra Capital Management's NextEra Energy position peaked at $1.87M in Q1 2024.
  • 2,734 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Ategra Capital Management's 13F filing for Q1 2025, filed 15 May 2025.