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Concourse Financial Group Securities’s NextEra Energy NEE Stock Holding History

Concourse Financial Group Securities’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
-31,697
Closed -$2.17M – 1344
2024
Q4 		$2.17M Buy
31,697
+396
+1% +$30.8K 0.12% 174
2024
Q3 		$2.65M Buy
31,301
+31
+0.1% +$2.42K 0.16% 142
2024
Q2 		$2.21M Buy
31,270
+2,033
+7% +$144K 0.14% 154
2024
Q1 		$1.87M Buy
29,237
+2,355
+9% +$138K 0.12% 178
2023
Q4 		$1.63M Buy
26,882
+2,511
+10% +$143K 0.12% 182
2023
Q3 		$1.4M Buy
24,371
+916
+4% +$63.4K 0.11% 195
2023
Q2 		$1.74M Sell
23,455
-16
-0.1% -$1.21K 0.13% 160
2023
Q1 		$1.81M Buy
23,471
+690
+3% +$53.1K 0.14% 157
2022
Q4 		$1.9M Buy
22,781
+265
+1% +$21.4K 0.15% 149
2022
Q3 		$1.77M Sell
22,516
-102
-0.5% -$8.65K 0.17% 136
2022
Q2 		$1.75M Sell
22,618
-399
-2% -$30.4K 0.15% 152
2022
Q1 		$1.95M Sell
23,017
-9,356
-29% -$750K 0.14% 151
2021
Q4 		$3.02M Buy
32,373
+1,955
+6% +$169K 0.17% 120
2021
Q3 		$2.39M Buy
30,418
+1,737
+6% +$140K 0.15% 136
2021
Q2 		$2.1M Buy
28,681
+1,475
+5% +$111K 0.13% 143
2021
Q1 		$2.06M Sell
27,206
-1,347
-5% -$105K 0.14% 132
2020
Q4 		$2.2M Buy
28,553
+325
+1% +$24.3K 0.17% 128
2020
Q3 		$1.96M Sell
28,228
-320
-1% -$22.1K 0.17% 120
2020
Q2 		$1.71M Sell
28,548
-776
-3% -$46.4K 0.17% 116
2020
Q1 		$1.76M Buy
29,324
+3,156
+12% +$198K 0.19% 113
2019
Q4 		$1.58M Buy
26,168
+18,500
+241% +$1.08M 0.16% 118
2019
Q3 		$447K Sell
7,668
-18,392
-71% -$995K 0.11% 150
2019
Q2 		$1.33M Buy
26,060
+2,608
+11% +$128K 0.14% 125
2019
Q1 		$1.13M Buy
23,452
+4,288
+22% +$196K 0.12% 151
2018
Q4 		$832K Buy
19,164
+13,800
+257% +$603K 0.1% 181
2018
Q3 		$225K Buy
+5,364
New +$228K 0.06% 260

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Concourse Financial Group Securities's NEE Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 31,697 shares — an estimated $2.17M sold.

Concourse Financial Group Securities first reported a position in NEE in Q3 2018 and held it in 26 quarters. The position peaked at $3.02M in Q4 2021. 2,734 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 31,697 NextEra Energy shares in Q1 2025, an estimated $2.17M.
  • Concourse Financial Group Securities first reported a position in NextEra Energy in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's NextEra Energy position peaked at $3.02M in Q4 2021.
  • 2,734 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.