C.M. Bidwell & Associates’s NextEra Energy NEE Stock Holding History

C.M. Bidwell & Associates’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	-79	Closed	-$5.66K	–	501
2024 Q4	$5.66K	Hold	79	–	–	﹤0.01%	315
2024 Q3	$6.68K	Buy	+79	New	+$6.17K	﹤0.01%	303
2023 Q1	–	Sell	-1,021	Closed	-$85.4K	–	546
2022 Q4	$85.4K	Buy	+1,021	New	+$82.5K	0.07%	246
2021 Q4	–	Sell	-32	Closed	-$3K	–	607
2021 Q3	$3K	Hold	32	–	–	﹤0.01%	508
2021 Q2	$2K	Buy	+32	New	+$2.4K	﹤0.01%	522
2020 Q1	–	Sell	-80	Closed	-$5K	–	421
2019 Q4	$5K	Hold	80	–	–	﹤0.01%	341
2019 Q3	$5K	Buy	+80	New	+$4.33K	﹤0.01%	346
2018 Q4	–	Sell	-2,160	Closed	-$91K	–	442
2018 Q3	$91K	Sell	2,160 -6,660	-76%	-$284K	0.09%	194
2018 Q2	$368K	Sell	8,820 -260	-3%	-$10.5K	0.34%	81
2018 Q1	$371K	Buy	+9,080	New	+$350K	0.34%	80
2017 Q2	–	Sell	-7,260	Closed	-$233K	–	364
2017 Q1	$233K	Buy	+7,260	New	+$228K	0.05%	139
2016 Q2	–	Sell	-188,040	Closed	-$5.56M	–	293
2016 Q1	$5.56M	Buy	+188,040	New	+$5.28M	1.39%	11

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

C.M. Bidwell & Associates's NEE Position: Q1 2025 in Review

C.M. Bidwell & Associates sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 79 shares — an estimated $5.66K sold.

C.M. Bidwell & Associates first reported a position in NEE in Q1 2016 and held it in 12 quarters. The position peaked at $5.56M in Q1 2016. 2,733 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

C.M. Bidwell & Associates reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
C.M. Bidwell & Associates sold 79 NextEra Energy shares in Q1 2025, an estimated $5.66K.
C.M. Bidwell & Associates first reported a position in NextEra Energy in Q1 2016 and held it in 12 quarters.
C.M. Bidwell & Associates's NextEra Energy position peaked at $5.56M in Q1 2016.
2,733 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2025, filed 15 May 2025.