Aveo Capital Partners’s NextEra Energy NEE Stock Holding History

Aveo Capital Partners’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	-5,188	Closed	-$372K	–	285
2024 Q4	$372K	Sell	5,188 -161	-3%	-$12.5K	0.04%	252
2024 Q3	$452K	Buy	5,349 +47	+0.9%	+$3.67K	0.05%	213
2024 Q2	$375K	Sell	5,302 -4,273	-45%	-$303K	0.04%	231
2024 Q1	$672K	Buy	9,575 +1,542	+19%	+$90.3K	0.07%	179
2023 Q4	$488K	Buy	8,033 +1,206	+18%	+$68.7K	0.06%	207
2023 Q3	$391K	Buy	6,827 +2,878	+73%	+$199K	0.05%	228
2023 Q2	$293K	Buy	3,949 +238	+6%	+$18K	0.04%	276
2023 Q1	$286K	Buy	3,711 +329	+10%	+$25.3K	0.04%	269
2022 Q4	$283K	Buy	3,382 +755	+29%	+$61K	0.04%	267
2022 Q3	$206K	Buy	+2,627	New	+$223K	0.04%	258
2022 Q1	–	Sell	-2,192	Closed	-$205K	–	290
2021 Q4	$205K	Buy	+2,192	New	+$189K	0.04%	269
2021 Q2	–	Sell	-2,885	Closed	-$218K	–	271
2021 Q1	$218K	Buy	+2,885	New	+$225K	0.05%	219

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Aveo Capital Partners's NEE Position: Q1 2025 in Review

Aveo Capital Partners sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 5,188 shares — an estimated $372K sold.

Aveo Capital Partners first reported a position in NEE in Q1 2021 and held it in 12 quarters. The position peaked at $672K in Q1 2024. 2,734 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

Aveo Capital Partners reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
Aveo Capital Partners sold 5,188 NextEra Energy shares in Q1 2025, an estimated $372K.
Aveo Capital Partners first reported a position in NextEra Energy in Q1 2021 and held it in 12 quarters.
Aveo Capital Partners's NextEra Energy position peaked at $672K in Q1 2024.
2,734 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.