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Fermata Advisors’s NextEra Energy NEE Stock Holding History

Fermata 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
Q2 		– Sell
-7,506
Closed -$532K – 259
2025
Q1 		$532K Buy
7,506
+3,210
+75% +$227K 0.1% 152
2024
Q4 		$308K Sell
4,296
-127
-3% -$9.87K 0.06% 199
2024
Q3 		$374K Buy
4,423
+310
+8% +$24.2K 0.08% 153
2024
Q2 		$291K Sell
4,113
-2,070
-33% -$147K 0.07% 167
2024
Q1 		$395K Buy
6,183
+2,675
+76% +$157K 0.09% 127
2023
Q4 		$213K Sell
3,508
-179
-5% -$10.2K 0.05% 169
2023
Q3 		$212K Buy
+3,687
New +$255K 0.06% 149
2023
Q1 		– Sell
-2,650
Closed -$222K – 122
2022
Q4 		$222K Buy
+2,650
New +$214K 0.07% 126
2022
Q3 		– Sell
-3,614
Closed -$280K – 152
2022
Q2 		$280K Sell
3,614
-742
-17% -$56.5K 0.1% 128
2022
Q1 		$369K Sell
4,356
-557
-11% -$44.6K 0.14% 109
2021
Q4 		$459K Sell
4,913
-273
-5% -$23.6K 0.17% 96
2021
Q3 		$407K Sell
5,186
-345
-6% -$27.8K 0.18% 95
2021
Q2 		$405K Buy
5,531
+1,874
+51% +$141K 0.24% 78
2021
Q1 		$279K Buy
+3,657
New +$285K 0.23% 63

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Fermata Advisors's NEE Position: Q2 2025 in Review

Fermata Advisors sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 7,506 shares — an estimated $532K sold.

Fermata Advisors first reported a position in NEE in Q1 2021 and held it in 14 quarters. The position peaked at $532K in Q1 2025. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

  • Fermata Advisors reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
  • Fermata Advisors sold 7,506 NextEra Energy shares in Q2 2025, an estimated $532K.
  • Fermata Advisors first reported a position in NextEra Energy in Q1 2021 and held it in 14 quarters.
  • Fermata Advisors's NextEra Energy position peaked at $532K in Q1 2025.
  • 2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Fermata Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.