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Bellwether Advisors’s NextEra Energy NEE Stock Holding History

Bellwether Advisors’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 		– Sell
-538
Closed -$37.3K – 416
2025
Q2 		$37.3K Buy
538
+123
+30% +$8.54K 0.01% 240
2025
Q1 		$29.4K Hold
415
– – 0.01% 249
2024
Q4 		$29.8K Buy
+415
New +$32.2K 0.01% 262
2023
Q1 		– Sell
-10,734
Closed -$897K – 521
2022
Q4 		$897K Buy
10,734
+10,243
+2,086% +$827K 0.26% 65
2022
Q3 		$38K Buy
+491
New +$41.7K 0.01% 181
2022
Q1 		– Sell
-16,298
Closed -$1.52M – 592
2021
Q4 		$1.52M Buy
16,298
+10,468
+180% +$905K 0.47% 41
2021
Q3 		$457K Buy
+5,830
New +$470K 0.15% 109

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bellwether Advisors's NEE Position: Q3 2025 in Review

Bellwether Advisors sold out of NextEra Energy (NEE) in Q3 2025, closing a stake of 538 shares — an estimated $37.3K sold.

Bellwether Advisors first reported a position in NEE in Q3 2021 and held it in 7 quarters. The position peaked at $1.52M in Q4 2021. 2,753 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

  • Bellwether Advisors reported no remaining NextEra Energy position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 538 NextEra Energy shares in Q3 2025, an estimated $37.3K.
  • Bellwether Advisors first reported a position in NextEra Energy in Q3 2021 and held it in 7 quarters.
  • Bellwether Advisors's NextEra Energy position peaked at $1.52M in Q4 2021.
  • 2,753 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.