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CCLA Investment Management’s NextEra Energy NEE Stock Holding History

CCLA Investment Management’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
-1,300,285
Closed -$93.2M – 58
2024
Q4 		$93.2M Buy
1,300,285
+62,108
+5% +$4.82M 1.48% 39
2024
Q3 		$90.9M Hold
1,238,177
– – 1.4% 41
2024
Q2 		$90.9M Buy
1,238,177
+14,157
+1% +$1M 1.4% 41
2024
Q1 		$78.2M Buy
1,224,020
+1,222,952
+114,509% +$71.6M 1.2% 49
2023
Q4 		$65.2M Sell
1,068
-922,605
-100% -$52.6M 1.07% 52
2023
Q3 		$52.9M Buy
923,673
+155,414
+20% +$10.8M 0.99% 53
2023
Q2 		$56.9M Buy
768,259
+5,252
+0.7% +$398K 1.01% 55
2023
Q1 		$58.8M Sell
763,007
-189,905
-20% -$14.6M 1.16% 46
2022
Q4 		$79.7M Sell
952,912
-85,291
-8% -$6.89M 1.8% 22
2022
Q3 		$81.7M Buy
+1,038,203
New +$88.1M 1.97% 18
2022
Q1 		$106M Buy
1,250,966
+122,155
+11% +$9.79M 1.91% 17
2021
Q4 		$105M Sell
1,128,811
-50,730
-4% -$4.38M 1.73% 23
2021
Q3 		$92.6M Buy
1,179,541
+9,476
+0.8% +$764K 1.53% 30
2021
Q2 		$85.7K Buy
1,170,065
+6,896
+0.6% +$518K 1.04% 35
2021
Q1 		$87.9M Sell
1,163,169
-155,173
-12% -$12.1M 1.76% 26
2020
Q4 		$101M Buy
1,318,342
+5,174
+0.4% +$387K 2.26% 10
2020
Q3 		$91.1M Buy
1,313,168
+229,320
+21% +$15.8M 2.47% 11
2020
Q2 		$65.1M Buy
+1,083,848
New +$64.9M 2.03% 20

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
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

CCLA Investment Management's NEE Position: Q1 2025 in Review

CCLA Investment Management sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 1,300,285 shares — an estimated $93.2M sold.

CCLA Investment Management first reported a position in NEE in Q2 2020 and held it in 18 quarters. The position peaked at $106M in Q1 2022. 2,733 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

  • CCLA Investment Management reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
  • CCLA Investment Management sold 1,300,285 NextEra Energy shares in Q1 2025, an estimated $93.2M.
  • CCLA Investment Management first reported a position in NextEra Energy in Q2 2020 and held it in 18 quarters.
  • CCLA Investment Management's NextEra Energy position peaked at $106M in Q1 2022.
  • 2,733 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on CCLA Investment Management's 13F filing for Q1 2025, filed 9 May 2025.