Cyrus J. Lawrence’s NextEra Energy NEE Stock Holding History

Cyrus J. Lawrence’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	$435K	Sell	6,150 -113,525	-95%	-$8.01M	1.65%	32
2024 Q4	$8.58M	Buy	119,675 +472	+0.4%	+$36.7K	1.66%	28
2024 Q3	$10.1M	Buy	119,203 +1,493	+1%	+$117K	1.98%	23
2024 Q2	$8.34M	Buy	117,710 +443	+0.4%	+$31.4K	1.69%	27
2024 Q1	$7.49M	Buy	+117,267	New	+$6.87M	1.66%	31
2023 Q3	$7.07M	Sell	123,411 -63	-0.1%	-$4.36K	1.94%	24
2023 Q2	$9.16M	Buy	123,474 +193	+0.2%	+$14.6K	1.98%	11
2023 Q1	$9.5M	Sell	123,281 -11,082	-8%	-$852K	2.76%	8
2022 Q4	$11.2M	Sell	134,363 -715	-0.5%	-$57.8K	3.35%	3
2022 Q3	$10.6M	Sell	135,078 -17,897	-12%	-$1.52M	2.08%	9
2022 Q2	$11.8M	Sell	152,975 -956	-0.6%	-$72.8K	3.42%	4
2022 Q1	$13M	Buy	+153,931	New	+$12.3M	2.98%	7

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cyrus J. Lawrence's NEE Position: Q1 2025 in Review

Cyrus J. Lawrence reduced its NextEra Energy (NEE) stake by 95% in Q1 2025, selling an estimated $8.01M and leaving 6,150 shares worth $435K. The position accounts for 1.65% of the portfolio, ranked #32.

Cyrus J. Lawrence first reported a position in NEE in Q1 2022 and has held it in 12 quarters since. The position peaked at $13M in Q1 2022. 2,739 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

Cyrus J. Lawrence held 6,150 shares of NextEra Energy worth $435K as of Q1 2025.
Cyrus J. Lawrence sold 113,525 NextEra Energy shares in Q1 2025, an estimated $8.01M.
NextEra Energy made up 1.65% of Cyrus J. Lawrence's portfolio in Q1 2025, its #32 holding.
Cyrus J. Lawrence first reported a position in NextEra Energy in Q1 2022 and has held it in 12 quarters since.
Cyrus J. Lawrence's NextEra Energy position peaked at $13M in Q1 2022.
2,739 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Cyrus J. Lawrence's 13F filing for Q1 2025, filed 15 May 2025.