ERn Financial LLC’s NextEra Energy NEE Stock Holding History

ERn Financial LLC’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	-3,028	Closed	-$217K	–	191
2024 Q4	$217K	Buy	+3,028	New	+$235K	0.03%	184
2023 Q4	–	Sell	-10,677	Closed	-$612K	–	172
2023 Q3	$612K	Sell	10,677 -970	-8%	-$67.2K	0.13%	108
2023 Q2	$864K	Buy	11,647 +463	+4%	+$35.1K	0.18%	93
2023 Q1	$862K	Buy	11,184 +2,033	+22%	+$156K	0.19%	92
2022 Q4	$765K	Buy	9,151 +866	+10%	+$70K	0.17%	96
2022 Q3	$650K	Buy	8,285 +479	+6%	+$40.6K	0.17%	95
2022 Q2	$605K	Buy	7,806 +2,936	+60%	+$224K	0.15%	97
2022 Q1	$413K	Sell	4,870 -199	-4%	-$15.9K	0.09%	123
2021 Q4	$473K	Hold	5,069	–	–	0.11%	103
2021 Q3	$398K	Sell	5,069 -170	-3%	-$13.7K	0.1%	100
2021 Q2	$384K	Buy	+5,239	New	+$393K	0.14%	73

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

ERn Financial LLC's NEE Position: Q1 2025 in Review

ERn Financial LLC sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 3,028 shares — an estimated $217K sold.

ERn Financial LLC first reported a position in NEE in Q2 2021 and held it in 11 quarters. The position peaked at $864K in Q2 2023. 2,733 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

ERn Financial LLC reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
ERn Financial LLC sold 3,028 NextEra Energy shares in Q1 2025, an estimated $217K.
ERn Financial LLC first reported a position in NextEra Energy in Q2 2021 and held it in 11 quarters.
ERn Financial LLC's NextEra Energy position peaked at $864K in Q2 2023.
2,733 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on ERn Financial LLC's 13F filing for Q1 2025, filed 21 Apr 2025.