Financial Advisors’s NextEra Energy NEE Stock Holding History

Financial 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	-2,880	Closed	-$204K	–	82
2025 Q1	$204K	Hold	2,880	–	–	0.04%	79
2024 Q4	$206K	Hold	2,880	–	–	0.04%	80
2024 Q3	$243K	Hold	2,880	–	–	0.05%	74
2024 Q2	$204K	Buy	+2,880	New	+$204K	0.04%	73
2023 Q3	–	Sell	-2,880	Closed	-$214K	–	76
2023 Q2	$214K	Sell	2,880 -82	-3%	-$6.21K	0.05%	73
2023 Q1	$228K	Hold	2,962	–	–	0.06%	70
2022 Q4	$248K	Sell	2,962 -90	-3%	-$7.27K	0.07%	61
2022 Q3	$222K	Hold	3,052	–	–	0.08%	63
2022 Q2	$236K	Sell	3,052 -80	-3%	-$6.09K	0.08%	66
2022 Q1	$265K	Hold	3,132	–	–	0.08%	68
2021 Q4	$292K	Buy	3,132 +90	+3%	+$7.78K	0.09%	68
2021 Q3	$239K	Hold	3,042	–	–	0.08%	76
2021 Q2	$223K	Hold	3,042	–	–	0.08%	81
2021 Q1	$230K	Buy	+3,042	New	+$237K	0.09%	72

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

Financial Advisors's NEE Position: Q2 2025 in Review

Financial Advisors sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 2,880 shares — an estimated $204K sold.

Financial Advisors first reported a position in NEE in Q1 2021 and held it in 14 quarters. The position peaked at $292K in Q4 2021. 2,703 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

Financial Advisors reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
Financial Advisors sold 2,880 NextEra Energy shares in Q2 2025, an estimated $204K.
Financial Advisors first reported a position in NextEra Energy in Q1 2021 and held it in 14 quarters.
Financial Advisors's NextEra Energy position peaked at $292K in Q4 2021.
2,703 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Financial Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.