Coppell Advisory Solutions’s NextEra Energy NEE Stock Holding History

Coppell Advisory Solutions’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	-256	Closed	-$18.4K	–	1307
2024 Q4	$18.4K	Buy	256 +34	+15%	+$2.64K	﹤0.01%	914
2024 Q3	$18.8K	Sell	222 -13	-6%	-$1.01K	﹤0.01%	898
2024 Q2	$16.6K	Buy	+235	New	+$16.7K	﹤0.01%	855
2023 Q4	$4.07K	Sell	67 -522	-89%	-$29.7K	﹤0.01%	1145
2023 Q3	$49.2K	Buy	589 +155	+36%	+$10.7K	0.02%	298
2023 Q2	$31.6K	Buy	+434	New	+$32.9K	0.01%	474
2023 Q1	–	Sell	-589	Closed	-$49.2K	–	756
2022 Q4	$49.2K	Buy	+589	New	+$47.6K	0.02%	300

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

Coppell Advisory Solutions's NEE Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 256 shares — an estimated $18.4K sold.

Coppell Advisory Solutions first reported a position in NEE in Q4 2022 and held it in 7 quarters. The position peaked at $49.2K in Q3 2023. 2,733 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

Coppell Advisory Solutions reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 256 NextEra Energy shares in Q1 2025, an estimated $18.4K.
Coppell Advisory Solutions first reported a position in NextEra Energy in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's NextEra Energy position peaked at $49.2K in Q3 2023.
2,733 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.