Callan Capital’s NextEra Energy NEE Stock Holding History

Callan Capital’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	$875K	Buy	12,344 +743	+6%	+$52.4K	0.06%	130
2024 Q4	$832K	Sell	11,601 -830	-7%	-$64.5K	0.06%	122
2024 Q3	$1.05M	Buy	12,431 +395	+3%	+$30.8K	0.07%	111
2024 Q2	$852K	Buy	12,036 +2,655	+28%	+$188K	0.07%	119
2024 Q1	$600K	Buy	9,381 +683	+8%	+$40K	0.05%	129
2023 Q4	$528K	Buy	8,698 +109	+1%	+$6.21K	0.05%	123
2023 Q3	$492K	Buy	8,589 +500	+6%	+$34.6K	0.05%	123
2023 Q2	$600K	Buy	8,089 +142	+2%	+$10.8K	0.07%	100
2023 Q1	$613K	Buy	7,947 +50	+0.6%	+$3.85K	0.07%	98
2022 Q4	$660K	Buy	7,897 +5,018	+174%	+$405K	0.08%	96
2022 Q3	$226K	Hold	2,879	–	–	0.04%	122
2022 Q2	$223K	Buy	2,879 +135	+5%	+$10.3K	0.03%	109
2022 Q1	$232K	Buy	2,744 +143	+5%	+$11.5K	0.03%	110
2021 Q4	$243K	Buy	+2,601	New	+$225K	0.04%	119

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

Callan Capital's NEE Position: Q1 2025 in Review

Callan Capital increased its NextEra Energy (NEE) stake by 6.4% in Q1 2025, buying an estimated $52.4K and bringing the position to 12,344 shares worth $875K. The position accounts for 0.06% of the portfolio, ranked #130.

Callan Capital first reported a position in NEE in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.05M in Q3 2024. 2,734 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

Callan Capital held 12,344 shares of NextEra Energy worth $875K as of Q1 2025.
Callan Capital bought 743 NextEra Energy shares in Q1 2025, an estimated $52.4K.
NextEra Energy made up 0.06% of Callan Capital's portfolio in Q1 2025, its #130 holding.
Callan Capital first reported a position in NextEra Energy in Q4 2021 and has held it in 14 quarters since.
Callan Capital's NextEra Energy position peaked at $1.05M in Q3 2024.
2,734 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.