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Carolinas Wealth Consulting’s NextEra Energy NEE Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-5,069
Closed -$359K – 619
2025
Q1 		$359K Sell
5,069
-475
-9% -$33.5K 0.08% 124
2024
Q4 		$397K Buy
5,544
+29
+0.5% +$2.25K 0.08% 122
2024
Q3 		$466K Buy
5,515
+10
+0.2% +$780 0.08% 116
2024
Q2 		$390K Buy
5,505
+53
+1% +$3.76K 0.08% 125
2024
Q1 		$348K Sell
5,452
-36,545
-87% -$2.14M 0.07% 127
2023
Q4 		$430K Sell
41,997
-253
-0.6% -$14.4K 0.09% 101
2023
Q3 		$427K Sell
42,250
-296
-0.7% -$20.5K 0.11% 92
2023
Q2 		$558K Sell
42,546
-695
-2% -$52.6K 0.11% 92
2023
Q1 		$631K Buy
43,241
+764
+2% +$58.8K 0.13% 88
2022
Q4 		$618K Buy
42,477
+188
+0.4% +$15.2K 0.14% 82
2022
Q3 		$567K Buy
42,289
+198
+0.5% +$16.8K 0.14% 78
2022
Q2 		$545K Buy
42,091
+35,575
+546% +$2.71M 0.14% 81
2022
Q1 		$553K Sell
6,516
-252
-4% -$20.2K 0.12% 85
2021
Q4 		$632K Buy
6,768
+807
+14% +$69.7K 0.14% 82
2021
Q3 		$468K Sell
5,961
-484
-8% -$39K 0.11% 90
2021
Q2 		$472K Sell
6,445
-259
-4% -$19.4K 0.1% 95
2021
Q1 		$507K Buy
6,704
+331
+5% +$25.8K 0.12% 84
2020
Q4 		$492K Buy
6,373
+3,077
+93% +$230K 0.13% 83
2020
Q3 		$229K Buy
3,296
+2,340
+245% +$162K 0.08% 119
2020
Q2 		$57K Buy
+956
New +$57.2K 0.02% 190

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carolinas Wealth Consulting's NEE Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 5,069 shares — an estimated $359K sold.

Carolinas Wealth Consulting first reported a position in NEE in Q2 2020 and held it in 20 quarters. The position peaked at $632K in Q4 2021. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 5,069 NextEra Energy shares in Q2 2025, an estimated $359K.
  • Carolinas Wealth Consulting first reported a position in NextEra Energy in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's NextEra Energy position peaked at $632K in Q4 2021.
  • 2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.