Crux Wealth Advisors’s NextEra Energy NEE Stock Holding History

Crux Wealth Advisors’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	-3,954	Closed	-$280K	–	178
2025 Q1	$280K	Sell	3,954 -1,433	-27%	-$101K	0.15%	147
2024 Q4	$386K	Buy	+5,387	New	+$418K	0.22%	111

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

Crux Wealth Advisors's NEE Position: Q2 2025 in Review

Crux Wealth Advisors sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 3,954 shares — an estimated $280K sold.

Crux Wealth Advisors first reported a position in NEE in Q4 2024 and held it in 2 quarters. The position peaked at $386K in Q4 2024. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

Crux Wealth Advisors reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
Crux Wealth Advisors sold 3,954 NextEra Energy shares in Q2 2025, an estimated $280K.
Crux Wealth Advisors first reported a position in NextEra Energy in Q4 2024 and held it in 2 quarters.
Crux Wealth Advisors's NextEra Energy position peaked at $386K in Q4 2024.
2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Crux Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.