Davies Financial Advisors’s NextEra Energy NEE Stock Holding History

Davies Financial 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 Q3	–	Sell	-3,247	Closed	-$225K	–	71
2025 Q2	$225K	Hold	3,247	–	–	0.18%	72
2025 Q1	$230K	Sell	3,247 -593	-15%	-$41.9K	0.2%	60
2024 Q4	$275K	Hold	3,840	–	–	0.23%	53
2024 Q3	$325K	Buy	3,840 +150	+4%	+$11.7K	0.28%	52
2024 Q2	$261K	Buy	3,690 +245	+7%	+$17.4K	0.24%	59
2024 Q1	$220K	Buy	+3,445	New	+$202K	0.22%	59

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 $3.38T AUM 44.17% 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

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Davies Financial Advisors's NEE Position: Q3 2025 in Review

Davies Financial Advisors sold out of NextEra Energy (NEE) in Q3 2025, closing a stake of 3,247 shares — an estimated $225K sold.

Davies Financial Advisors first reported a position in NEE in Q1 2024 and held it in 6 quarters. The position peaked at $325K in Q3 2024. 2,755 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

Davies Financial Advisors reported no remaining NextEra Energy position as of Q3 2025 after selling out during the quarter.
Davies Financial Advisors sold 3,247 NextEra Energy shares in Q3 2025, an estimated $225K.
Davies Financial Advisors first reported a position in NextEra Energy in Q1 2024 and held it in 6 quarters.
Davies Financial Advisors's NextEra Energy position peaked at $325K in Q3 2024.
2,755 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Davies Financial Advisors's 13F filing for Q3 2025, filed 15 Oct 2025.