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Fairman Group’s NextEra Energy NEE Stock Holding History

Fairman Group’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
-20
Closed -$1.43K – 313
2024
Q4 		$1.43K Sell
20
-20
-50% -$1.55K ﹤0.01% 242
2024
Q3 		$3.38K Hold
40
– – ﹤0.01% 226
2024
Q2 		$2.83K Hold
40
– – ﹤0.01% 238
2024
Q1 		$2.56K Hold
40
– – ﹤0.01% 239
2023
Q4 		$2.43K Buy
+40
New +$2.28K ﹤0.01% 239

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fairman Group's NEE Position: Q1 2025 in Review

Fairman Group sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 20 shares — an estimated $1.43K sold.

Fairman Group first reported a position in NEE in Q4 2023 and held it in 5 quarters. The position peaked at $3.38K in Q3 2024. 2,733 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

  • Fairman Group reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
  • Fairman Group sold 20 NextEra Energy shares in Q1 2025, an estimated $1.43K.
  • Fairman Group first reported a position in NextEra Energy in Q4 2023 and held it in 5 quarters.
  • Fairman Group's NextEra Energy position peaked at $3.38K in Q3 2024.
  • 2,733 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Fairman Group's 13F filing for Q1 2025, filed 7 May 2025.