Breakthru Advisory Services’s NextEra Energy NEE Stock Holding History

Breakthru Advisory Services’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	-2,939	Closed	-$211K	–	39
2024 Q4	$211K	Buy	+2,939	New	+$228K	0.19%	50

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

Breakthru Advisory Services's NEE Position: Q1 2025 in Review

Breakthru Advisory Services sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 2,939 shares — an estimated $211K sold.

Breakthru Advisory Services first reported a position in NEE in Q4 2024 and held it in 1 quarter. The position peaked at $211K in Q4 2024. 2,733 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

Breakthru Advisory Services reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
Breakthru Advisory Services sold 2,939 NextEra Energy shares in Q1 2025, an estimated $211K.
Breakthru Advisory Services first reported a position in NextEra Energy in Q4 2024 and held it in 1 quarter.
Breakthru Advisory Services's NextEra Energy position peaked at $211K in Q4 2024.
2,733 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Breakthru Advisory Services's 13F filing for Q1 2025, filed 22 Apr 2025.