Central Valley Advisors’s NextEra Energy NEE Stock Holding History

Central Valley Advisors’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	-14,642	Closed	-$1.05M	–	143
2024 Q4	$1.05M	Hold	14,642	–	–	0.48%	54
2024 Q3	$1.24M	Hold	14,642	–	–	0.7%	41
2024 Q2	$72.3K	Sell	14,642 -483	-3%	-$34.3K	0.03%	133
2024 Q1	$967K	Buy	15,125 +18	+0.1%	+$1.05K	0.5%	56
2023 Q4	$918K	Buy	+15,107	New	+$861K	0.54%	60

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

Central Valley Advisors's NEE Position: Q1 2025 in Review

Central Valley Advisors sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 14,642 shares — an estimated $1.05M sold.

Central Valley Advisors first reported a position in NEE in Q4 2023 and held it in 5 quarters. The position peaked at $1.24M in Q3 2024. 2,733 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

Central Valley Advisors reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
Central Valley Advisors sold 14,642 NextEra Energy shares in Q1 2025, an estimated $1.05M.
Central Valley Advisors first reported a position in NextEra Energy in Q4 2023 and held it in 5 quarters.
Central Valley Advisors's NextEra Energy position peaked at $1.24M in Q3 2024.
2,733 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Central Valley Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.