Cassia Capital Partners’s NextEra Energy NEE Stock Holding History

Cassia Capital Partners’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	-4,182	Closed	-$300K	–	58
2024 Q4	$300K	Sell	4,182 -4,757	-53%	-$370K	0.19%	57
2024 Q3	$756K	Sell	8,939 -842	-9%	-$65.7K	0.5%	36
2024 Q2	$693K	Buy	9,781 +1,013	+12%	+$71.9K	0.46%	41
2024 Q1	$560K	Buy	8,768 +2,987	+52%	+$175K	0.37%	50
2023 Q4	$351K	Sell	5,781 -48	-0.8%	-$2.74K	0.29%	53
2023 Q3	$334K	Buy	5,829 +139	+2%	+$9.62K	0.27%	51
2023 Q2	$422K	Buy	+5,690	New	+$431K	0.33%	46
2022 Q4	–	Sell	-4,276	Closed	-$335K	–	81
2022 Q3	$335K	Buy	4,276 +164	+4%	+$13.9K	0.31%	26
2022 Q2	$319K	Buy	4,112 +98	+2%	+$7.46K	0.32%	31
2022 Q1	$340K	Buy	4,014 +112	+3%	+$8.98K	0.27%	33
2021 Q4	$364K	Buy	+3,902	New	+$337K	0.24%	31
2021 Q3	–	Sell	-3,097	Closed	-$227K	–	122
2021 Q2	$227K	Buy	+3,097	New	+$232K	0.17%	35

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

Cassia Capital Partners's NEE Position: Q1 2025 in Review

Cassia Capital Partners sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 4,182 shares — an estimated $300K sold.

Cassia Capital Partners first reported a position in NEE in Q2 2021 and held it in 12 quarters. The position peaked at $756K in Q3 2024. 2,734 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

Cassia Capital Partners reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
Cassia Capital Partners sold 4,182 NextEra Energy shares in Q1 2025, an estimated $300K.
Cassia Capital Partners first reported a position in NextEra Energy in Q2 2021 and held it in 12 quarters.
Cassia Capital Partners's NextEra Energy position peaked at $756K in Q3 2024.
2,734 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Cassia Capital Partners's 13F filing for Q1 2025, filed 22 Apr 2025.