Cherry Tree Wealth Management’s NextEra Energy NEE Stock Holding History

Cherry Tree 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	–	Sell	-153	Closed	-$10.8K	–	696
2025 Q1	$10.8K	Buy	153 +137	+856%	+$9.67K	﹤0.01%	409
2024 Q4	$1.15K	Hold	16	–	–	﹤0.01%	567
2024 Q3	$1.35K	Hold	16	–	–	﹤0.01%	553
2024 Q2	$1.13K	Buy	+16	New	+$1.14K	﹤0.01%	541
2023 Q4	–	Sell	-34	Closed	-$1.95K	–	599
2023 Q3	$1.95K	Sell	34 -6	-15%	-$415	﹤0.01%	482
2023 Q2	$2.97K	Buy	+40	New	+$3.03K	﹤0.01%	464

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Cherry Tree Wealth Management's NEE Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 153 shares — an estimated $10.8K sold.

Cherry Tree Wealth Management first reported a position in NEE in Q2 2023 and held it in 6 quarters. The position peaked at $10.8K in Q1 2025. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

Cherry Tree Wealth Management reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
Cherry Tree Wealth Management sold 153 NextEra Energy shares in Q2 2025, an estimated $10.8K.
Cherry Tree Wealth Management first reported a position in NextEra Energy in Q2 2023 and held it in 6 quarters.
Cherry Tree Wealth Management's NextEra Energy position peaked at $10.8K in Q1 2025.
2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.