FSA Wealth Management’s NextEra Energy NEE Stock Holding History

FSA Wealth Management’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 Q3	$163K	Buy	2,155 +100	+5%	+$7.31K	0.06%	63
2025 Q2	$143K	Sell	2,055 -412	-17%	-$28.6K	0.06%	69
2025 Q1	$175K	Buy	2,467 +412	+20%	+$29.1K	0.07%	58
2024 Q4	$147K	Hold	2,055	–	–	0.06%	66
2024 Q3	$174K	Buy	+2,055	New	+$160K	0.07%	63
2024 Q1	$135K	Hold	2,105	–	–	0.06%	71
2023 Q4	$128K	Buy	+2,105	New	+$120K	0.06%	73
2021 Q1	–	Sell	-10,716	Closed	-$827K	–	173
2020 Q4	$827K	Hold	10,716	–	–	0.41%	21
2020 Q3	$744K	Hold	10,716	–	–	0.48%	22
2020 Q2	$643K	Hold	10,716	–	–	0.44%	24
2020 Q1	$645K	Sell	10,716 -168	-2%	-$10.6K	0.54%	22
2019 Q4	$659K	Buy	+10,884	New	+$635K	0.46%	22

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FSA Wealth Management's NEE Position: Q3 2025 in Review

FSA Wealth Management increased its NextEra Energy (NEE) stake by 4.9% in Q3 2025, buying an estimated $7.31K and bringing the position to 2,155 shares worth $163K. The position accounts for 0.06% of the portfolio, ranked #63.

FSA Wealth Management first reported a position in NEE in Q4 2019 and has held it in 12 quarters since. The position peaked at $827K in Q4 2020. 2,749 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

FSA Wealth Management held 2,155 shares of NextEra Energy worth $163K as of Q3 2025.
FSA Wealth Management bought 100 NextEra Energy shares in Q3 2025, an estimated $7.31K.
NextEra Energy made up 0.06% of FSA Wealth Management's portfolio in Q3 2025, its #63 holding.
FSA Wealth Management first reported a position in NextEra Energy in Q4 2019 and has held it in 12 quarters since.
FSA Wealth Management's NextEra Energy position peaked at $827K in Q4 2020.
2,749 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.