Castleview Partners’s NextEra Energy NEE Stock Holding History

Castleview 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	-14,402	Closed	-$1.03M	–	431
2024 Q4	$1.03M	Sell	14,402 -7,320	-34%	-$569K	0.56%	41
2024 Q3	$1.84M	Buy	21,722 +7,343	+51%	+$573K	1.06%	16
2024 Q2	$1.02M	Sell	14,379 -16,471	-53%	-$1.17M	0.58%	36
2024 Q1	$1.97M	Buy	30,850 +19,497	+172%	+$1.14M	1.1%	12
2023 Q4	$690K	Buy	11,353 +4,968	+78%	+$283K	0.48%	41
2023 Q3	$366K	Buy	6,385 +6,168	+2,842%	+$427K	0.34%	64
2023 Q2	$16.1K	Sell	217 -3,689	-94%	-$279K	0.01%	382
2023 Q1	$301K	Buy	3,906 +1,523	+64%	+$117K	0.27%	91
2022 Q4	$199K	Buy	2,383 +130	+6%	+$10.5K	0.19%	122
2022 Q3	$177K	Sell	2,253 -875	-28%	-$74.2K	0.17%	129
2022 Q2	$320K	Sell	3,128 -434	-12%	-$33K	0.25%	91
2022 Q1	$301K	Sell	3,562 -450,471	-99%	-$36.1M	0.19%	115
2021 Q4	$4.86K	Buy	+454,033	New	+$39.2M	0.04%	161
2021 Q2	$366K	Buy	+4,988	New	+$374K	0.16%	133

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

Castleview Partners's NEE Position: Q1 2025 in Review

Castleview Partners sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 14,402 shares — an estimated $1.03M sold.

Castleview Partners first reported a position in NEE in Q2 2021 and held it in 14 quarters. The position peaked at $1.97M in Q1 2024. 2,734 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

Castleview Partners reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 14,402 NextEra Energy shares in Q1 2025, an estimated $1.03M.
Castleview Partners first reported a position in NextEra Energy in Q2 2021 and held it in 14 quarters.
Castleview Partners's NextEra Energy position peaked at $1.97M in Q1 2024.
2,734 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

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