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Congress Wealth Management’s NextEra Energy NEE Stock Holding History

Congress 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 		$24.1M Buy
347,377
+46,910
+16% +$3.26M 0.23% 102
2025
Q1 		$21.3M Buy
300,467
+19,532
+7% +$1.38M 0.26% 100
2024
Q4 		$20.1M Sell
280,935
-32,166
-10% -$2.5M 0.28% 96
2024
Q3 		$26.5M Buy
313,101
+86,462
+38% +$6.75M 0.35% 68
2024
Q2 		$16M Buy
226,639
+47,874
+27% +$3.4M 0.26% 109
2024
Q1 		$11.4M Buy
178,765
+1,867
+1% +$109K 0.2% 153
2023
Q4 		$10.7M Buy
176,898
+2,850
+2% +$162K 0.2% 146
2023
Q3 		$9.97M Buy
174,048
+3,834
+2% +$265K 0.21% 144
2023
Q2 		$12.6M Buy
170,214
+1,275
+0.8% +$96.5K 0.29% 96
2023
Q1 		$13M Buy
168,939
+3,931
+2% +$302K 0.31% 81
2022
Q4 		$13.8M Buy
165,008
+2,420
+1% +$195K 0.35% 66
2022
Q3 		$12.7M Buy
162,588
+2,673
+2% +$227K 0.34% 69
2022
Q2 		$12.4M Sell
159,915
-950
-0.6% -$72.3K 0.32% 75
2022
Q1 		$13.6M Sell
160,865
-9,048
-5% -$725K 0.3% 87
2021
Q4 		$15.9M Buy
+169,913
New +$14.7M 0.32% 81

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

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

Congress Wealth Management increased its NextEra Energy (NEE) stake by 16% in Q2 2025, buying an estimated $3.26M and bringing the position to 347,377 shares worth $24.1M. The position accounts for 0.23% of the portfolio, ranked #102.

Congress Wealth Management first reported a position in NEE in Q4 2021 and has held it in 15 quarters since. The position peaked at $26.5M in Q3 2024. 2,706 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

  • Congress Wealth Management held 347,377 shares of NextEra Energy worth $24.1M as of Q2 2025.
  • Congress Wealth Management bought 46,910 NextEra Energy shares in Q2 2025, an estimated $3.26M.
  • NextEra Energy made up 0.23% of Congress Wealth Management's portfolio in Q2 2025, its #102 holding.
  • Congress Wealth Management first reported a position in NextEra Energy in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's NextEra Energy position peaked at $26.5M in Q3 2024.
  • 2,706 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

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