Briaud Financial Planning’s NextEra Energy NEE Stock Holding History

Briaud Financial Planning’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	-710	Closed	-$49K	–	236
2025 Q2	$49K	Hold	710	–	–	0.02%	98
2025 Q1	$50K	Hold	710	–	–	0.02%	85
2024 Q4	$50K	Hold	710	–	–	0.02%	79
2024 Q3	$60K	Hold	710	–	–	0.03%	55
2024 Q2	$50K	Hold	710	–	–	0.03%	55
2024 Q1	$46K	Buy	+710	New	+$41.6K	0.03%	56
2023 Q4	–	Sell	-710	Closed	-$40K	–	110
2023 Q3	$40K	Buy	+710	New	+$49.2K	0.03%	64

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Briaud Financial Planning's NEE Position: Q3 2025 in Review

Briaud Financial Planning sold out of NextEra Energy (NEE) in Q3 2025, closing a stake of 710 shares — an estimated $49K sold.

Briaud Financial Planning first reported a position in NEE in Q3 2023 and held it in 7 quarters. The position peaked at $60K in Q3 2024. 2,753 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

Briaud Financial Planning reported no remaining NextEra Energy position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 710 NextEra Energy shares in Q3 2025, an estimated $49K.
Briaud Financial Planning first reported a position in NextEra Energy in Q3 2023 and held it in 7 quarters.
Briaud Financial Planning's NextEra Energy position peaked at $60K in Q3 2024.
2,753 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.