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Centricity Wealth Management’s NextEra Energy NEE Stock Holding History

Centricity Wealth 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
Q2 		$57.4K Hold
827
– – 0.05% 156
2025
Q1 		$58.6K Hold
827
– – 0.05% 154
2024
Q4 		$59.3K Buy
+827
New +$64.2K 0.06% 148

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Centricity Wealth Management's NEE Position: Q2 2025 in Review

Centricity Wealth Management held its NextEra Energy (NEE) position steady in Q2 2025 at 827 shares worth $57.4K. The position accounts for 0.05% of the portfolio, ranked #156.

Centricity Wealth Management first reported a position in NEE in Q4 2024 and has held it in 3 quarters since. The position peaked at $59.3K in Q4 2024. 2,706 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

  • Centricity Wealth Management held 827 shares of NextEra Energy worth $57.4K as of Q2 2025.
  • Centricity Wealth Management left its NextEra Energy share count unchanged in Q2 2025.
  • NextEra Energy made up 0.05% of Centricity Wealth Management's portfolio in Q2 2025, its #156 holding.
  • Centricity Wealth Management first reported a position in NextEra Energy in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's NextEra Energy position peaked at $59.3K in Q4 2024.
  • 2,706 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.