Financial Gravity Companies’s NextEra Energy NEE Stock Holding History

Financial Gravity Companies’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	$415K	Buy	+5,977	New	+$415K	0.08%	109
2024 Q4	$1.43K	Buy	20 +1	+5%	+$78	﹤0.01%	790
2024 Q3	$1.61K	Buy	+19	New	+$1.48K	﹤0.01%	536
2018 Q4	$16K	Buy	+352	New	+$15.4K	0.01%	506
2018 Q1	$239K	Buy	5,844 +892	+18%	+$34.4K	0.24%	72
2017 Q4	$196K	Buy	+4,952	New	+$191K	0.23%	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

Financial Gravity Companies's NEE Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in NextEra Energy (NEE) in Q2 2025: 5,977 shares worth $415K. The stake represents 0.08% of the portfolio and ranks #109 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in NEE as recently as Q4 2024.

Financial Gravity Companies first reported a position in NEE in Q4 2017 and has held it in 6 quarters since. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

Financial Gravity Companies held 5,977 shares of NextEra Energy worth $415K as of Q2 2025.
NextEra Energy was a new Financial Gravity Companies position in Q2 2025.
NextEra Energy made up 0.08% of Financial Gravity Companies's portfolio in Q2 2025, its #109 holding.
Financial Gravity Companies first reported a position in NextEra Energy in Q4 2017 and has held it in 6 quarters since.
2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.