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Berry Wealth Group’s NextEra Energy NEE Stock Holding History

Berry Wealth Group’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
-16,800
Closed -$1.17M – 79
2025
Q2 		$1.17M Buy
16,800
+20
+0.1% +$1.39K 0.82% 33
2025
Q1 		$1.19M Sell
16,780
-1,312
-7% -$92.6K 0.93% 31
2024
Q4 		$1.3M Sell
18,092
-227
-1% -$17.6K 0.94% 29
2024
Q3 		$1.55M Buy
18,319
+4,733
+35% +$369K 1.11% 28
2024
Q2 		$962K Buy
+13,586
New +$964K 0.77% 30

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

Berry Wealth Group's NEE Position: Q3 2025 in Review

Berry Wealth Group sold out of NextEra Energy (NEE) in Q3 2025, closing a stake of 16,800 shares — an estimated $1.17M sold.

Berry Wealth Group first reported a position in NEE in Q2 2024 and held it in 5 quarters. The position peaked at $1.55M in Q3 2024. 2,753 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

  • Berry Wealth Group reported no remaining NextEra Energy position as of Q3 2025 after selling out during the quarter.
  • Berry Wealth Group sold 16,800 NextEra Energy shares in Q3 2025, an estimated $1.17M.
  • Berry Wealth Group first reported a position in NextEra Energy in Q2 2024 and held it in 5 quarters.
  • Berry Wealth Group's NextEra Energy position peaked at $1.55M in Q3 2024.
  • 2,753 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.