Compass Wealth Management’s NextEra Energy NEE Stock Holding History

Compass 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	-1,466	Closed	-$104K	–	314
2025 Q1	$104K	Hold	1,466	–	–	0.03%	192
2024 Q4	$105K	Hold	1,466	–	–	0.03%	191
2024 Q3	$124K	Hold	1,466	–	–	0.03%	182
2024 Q2	$104K	Hold	1,466	–	–	0.03%	196
2024 Q1	$93.7K	Hold	1,466	–	–	0.02%	201
2023 Q4	$89K	Hold	1,466	–	–	0.02%	197
2023 Q3	$84K	Hold	1,466	–	–	0.03%	194
2023 Q2	$109K	Sell	1,466 -4	-0.3%	-$303	0.03%	181
2023 Q1	$113K	Hold	1,470	–	–	0.04%	177
2022 Q4	$123K	Buy	+1,470	New	+$119K	0.04%	174

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

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

Compass Wealth Management sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 1,466 shares — an estimated $104K sold.

Compass Wealth Management first reported a position in NEE in Q4 2022 and held it in 10 quarters. The position peaked at $124K in Q3 2024. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

Compass Wealth Management reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
Compass Wealth Management sold 1,466 NextEra Energy shares in Q2 2025, an estimated $104K.
Compass Wealth Management first reported a position in NextEra Energy in Q4 2022 and held it in 10 quarters.
Compass Wealth Management's NextEra Energy position peaked at $124K in Q3 2024.
2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.