B
NEE icon

Bellecapital’s NextEra Energy NEE Stock Holding History

Bellecapital’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
-2,976
Closed -$213K – 153
2024
Q4 		$213K Buy
+2,976
New +$231K 0.04% 135
2024
Q3 		– Sell
-8,637
Closed -$612K – 165
2024
Q2 		$612K Sell
8,637
-7,285
-46% -$517K 0.13% 92
2024
Q1 		$1.02M Sell
15,922
-963
-6% -$56.4K 0.22% 69
2023
Q4 		$1.03M Buy
16,885
+6,859
+68% +$391K 0.23% 65
2023
Q3 		$574K Buy
10,026
+39
+0.4% +$2.7K 0.14% 93
2023
Q2 		$741K Sell
9,987
-1,475
-13% -$112K 0.18% 86
2023
Q1 		$883K Sell
11,462
-187
-2% -$14.4K 0.22% 81
2022
Q4 		$974K Hold
11,649
– – 0.27% 68
2022
Q3 		$913K Sell
11,649
-157
-1% -$13.3K 0.28% 66
2022
Q2 		$914K Sell
11,806
-224
-2% -$17.1K 0.26% 72
2022
Q1 		$1.02M Buy
12,030
+49
+0.4% +$3.93K 0.32% 63
2021
Q4 		$1.12M Buy
11,981
+54
+0.5% +$4.67K 0.32% 62
2021
Q3 		$937K Buy
11,927
+166
+1% +$13.4K 0.29% 69
2021
Q2 		$862K Buy
11,761
+554
+5% +$41.6K 0.26% 74
2021
Q1 		$847K Buy
11,207
+1,139
+11% +$88.9K 0.26% 71
2020
Q4 		$777K Buy
10,068
+2,956
+42% +$221K 0.26% 70
2020
Q3 		$494K Buy
7,112
+940
+15% +$64.9K 0.23% 81
2020
Q2 		$371K Sell
6,172
-840
-12% -$50.3K 0.17% 90
2020
Q1 		$422K Buy
7,012
+360
+5% +$22.6K 0.27% 74
2019
Q4 		$403K Buy
+6,652
New +$388K 0.21% 95

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

Bellecapital's NEE Position: Q1 2025 in Review

Bellecapital sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 2,976 shares — an estimated $213K sold.

Bellecapital first reported a position in NEE in Q4 2019 and held it in 20 quarters. The position peaked at $1.12M in Q4 2021. 2,733 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

  • Bellecapital reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
  • Bellecapital sold 2,976 NextEra Energy shares in Q1 2025, an estimated $213K.
  • Bellecapital first reported a position in NextEra Energy in Q4 2019 and held it in 20 quarters.
  • Bellecapital's NextEra Energy position peaked at $1.12M in Q4 2021.
  • 2,733 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Bellecapital's 13F filing for Q1 2025, filed 16 Apr 2025.