CFO4Life Group’s NextEra Energy NEE Stock Holding History

CFO4Life Group’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	-9,683	Closed	-$694K	–	232
2024 Q4	$694K	Sell	9,683 -447	-4%	-$34.7K	0.12%	98
2024 Q3	$856K	Buy	10,130 +168	+2%	+$13.1K	0.15%	80
2024 Q2	$705K	Buy	+9,962	New	+$707K	0.13%	90

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

CFO4Life Group's NEE Position: Q1 2025 in Review

CFO4Life Group sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 9,683 shares — an estimated $694K sold.

CFO4Life Group first reported a position in NEE in Q2 2024 and held it in 3 quarters. The position peaked at $856K in Q3 2024. 2,734 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

CFO4Life Group reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
CFO4Life Group sold 9,683 NextEra Energy shares in Q1 2025, an estimated $694K.
CFO4Life Group first reported a position in NextEra Energy in Q2 2024 and held it in 3 quarters.
CFO4Life Group's NextEra Energy position peaked at $856K in Q3 2024.
2,734 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on CFO4Life Group's 13F filing for Q1 2025, filed 30 Apr 2025.