EnRich Financial Partners’s NextEra Energy NEE Stock Holding History

EnRich Financial Partners’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	-980	Closed	-$70.3K	–	165
2024 Q4	$70.3K	Hold	980	–	–	0.02%	92
2024 Q3	$82.8K	Sell	980 -145	-13%	-$11.3K	0.03%	81
2024 Q2	$79.7K	Buy	1,125 +145	+15%	+$10.3K	0.03%	83
2024 Q1	$62.6K	Buy	+980	New	+$57.4K	0.02%	88

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

EnRich Financial Partners's NEE Position: Q1 2025 in Review

EnRich Financial Partners sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 980 shares — an estimated $70.3K sold.

EnRich Financial Partners first reported a position in NEE in Q1 2024 and held it in 4 quarters. The position peaked at $82.8K in Q3 2024. 2,733 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

EnRich Financial Partners reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
EnRich Financial Partners sold 980 NextEra Energy shares in Q1 2025, an estimated $70.3K.
EnRich Financial Partners first reported a position in NextEra Energy in Q1 2024 and held it in 4 quarters.
EnRich Financial Partners's NextEra Energy position peaked at $82.8K in Q3 2024.
2,733 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.