Blueprint Investment Partners’s NextEra Energy NEE Stock Holding History

Blueprint Investment 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	-7,303	Closed	-$524K	–	170
2024 Q4	$524K	Sell	7,303 -592	-7%	-$46K	0.08%	120
2024 Q3	$667K	Buy	7,895 +542	+7%	+$42.3K	0.12%	89
2024 Q2	$521K	Buy	7,353 +1,557	+27%	+$110K	0.11%	79
2024 Q1	$370K	Buy	5,796 +1,333	+30%	+$78.1K	0.07%	102
2023 Q4	$271K	Buy	4,463 +462	+12%	+$26.3K	0.07%	108
2023 Q3	$229K	Buy	4,001 +69	+2%	+$4.78K	0.07%	99
2023 Q2	$292K	Buy	+3,932	New	+$298K	0.1%	120
2023 Q1	–	Sell	-9,727	Closed	-$813K	–	269
2022 Q4	$813K	Sell	9,727 -739	-7%	-$59.7K	0.17%	90
2022 Q3	$821K	Buy	+10,466	New	+$888K	0.22%	62
2022 Q2	–	Sell	-2,995	Closed	-$254K	–	196
2022 Q1	$254K	Sell	2,995 -2,374	-44%	-$190K	0.07%	144
2021 Q4	$501K	Buy	5,369 +2,127	+66%	+$184K	0.12%	124
2021 Q3	$255K	Buy	+3,242	New	+$261K	0.13%	110

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

Blueprint Investment Partners's NEE Position: Q1 2025 in Review

Blueprint Investment Partners sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 7,303 shares — an estimated $524K sold.

Blueprint Investment Partners first reported a position in NEE in Q3 2021 and held it in 12 quarters. The position peaked at $821K in Q3 2022. 2,733 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

Blueprint Investment Partners reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
Blueprint Investment Partners sold 7,303 NextEra Energy shares in Q1 2025, an estimated $524K.
Blueprint Investment Partners first reported a position in NextEra Energy in Q3 2021 and held it in 12 quarters.
Blueprint Investment Partners's NextEra Energy position peaked at $821K in Q3 2022.
2,733 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

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