ESL Trust Services’s NextEra Energy NEE Stock Holding History

ESL Trust Services’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	-54	Closed	-$3.83K	–	271
2025 Q1	$3.83K	Hold	54	–	–	﹤0.01%	259
2024 Q4	$3.87K	Hold	54	–	–	﹤0.01%	275
2024 Q3	$4.57K	Sell	54 -168	-76%	-$13.1K	﹤0.01%	167
2024 Q2	$15.7K	Buy	+222	New	+$15.8K	﹤0.01%	109
2020 Q3	–	Sell	-3,628	Closed	-$218K	–	23
2020 Q2	$218K	Sell	3,628 -100	-3%	-$5.99K	0.1%	21
2020 Q1	$230K	Sell	3,728 -1,040	-22%	-$65.4K	0.12%	26
2019 Q4	$289K	Buy	+4,768	New	+$278K	0.13%	27

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

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

Norges Bank Oslo, Norway $1T AUM

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

ESL Trust Services's NEE Position: Q2 2025 in Review

ESL Trust Services sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 54 shares — an estimated $3.83K sold.

ESL Trust Services first reported a position in NEE in Q4 2019 and held it in 7 quarters. The position peaked at $289K in Q4 2019. 2,706 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

ESL Trust Services reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
ESL Trust Services sold 54 NextEra Energy shares in Q2 2025, an estimated $3.83K.
ESL Trust Services first reported a position in NextEra Energy in Q4 2019 and held it in 7 quarters.
ESL Trust Services's NextEra Energy position peaked at $289K in Q4 2019.
2,706 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on ESL Trust Services's 13F filing for Q2 2025, filed 13 Aug 2025.