Fiducient Advisors’s NextEra Energy NEE Stock Holding History

Fiducient 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	-24,797	Closed	-$1.76M	–	167
2025 Q1	$1.76M	Buy	+24,797	New	+$1.75M	0.22%	50
2024 Q3	–	Sell	-3,925	Closed	-$278K	–	155
2024 Q2	$278K	Buy	3,925 +100	+3%	+$7.09K	0.04%	123
2024 Q1	$244K	Buy	+3,825	New	+$224K	0.05%	118
2023 Q4	–	Sell	-6,088	Closed	-$349K	–	120
2023 Q3	$349K	Buy	+6,088	New	+$421K	0.02%	85

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Fiducient Advisors's NEE Position: Q2 2025 in Review

Fiducient Advisors sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 24,797 shares — an estimated $1.76M sold.

Fiducient Advisors first reported a position in NEE in Q3 2023 and held it in 4 quarters. The position peaked at $1.76M in Q1 2025. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

Fiducient Advisors reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
Fiducient Advisors sold 24,797 NextEra Energy shares in Q2 2025, an estimated $1.76M.
Fiducient Advisors first reported a position in NextEra Energy in Q3 2023 and held it in 4 quarters.
Fiducient Advisors's NextEra Energy position peaked at $1.76M in Q1 2025.
2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Fiducient Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.