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FullCircle Wealth’s NextEra Energy NEE Stock Holding History

FullCircle Wealth’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 		$1.32M Buy
16,159
+2,602
+19% +$190K 0.46% 69
2025
Q2 		$956K Sell
13,557
-283
-2% -$19.7K 0.36% 97
2025
Q1 		$916K Buy
13,840
+71
+0.5% +$5.01K 0.38% 86
2024
Q4 		$945K Sell
13,769
-551
-4% -$42.8K 0.39% 86
2024
Q3 		$1.19M Buy
14,320
+563
+4% +$43.9K 0.53% 58
2024
Q2 		$1.04M Buy
+13,757
New +$976K 0.51% 66

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FullCircle Wealth's NEE Position: Q3 2025 in Review

FullCircle Wealth increased its NextEra Energy (NEE) stake by 19% in Q3 2025, buying an estimated $190K and bringing the position to 16,159 shares worth $1.32M. The position accounts for 0.46% of the portfolio, ranked #69.

FullCircle Wealth first reported a position in NEE in Q2 2024 and has held it in 6 quarters since. 2,749 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

  • FullCircle Wealth held 16,159 shares of NextEra Energy worth $1.32M as of Q3 2025.
  • FullCircle Wealth bought 2,602 NextEra Energy shares in Q3 2025, an estimated $190K.
  • NextEra Energy made up 0.46% of FullCircle Wealth's portfolio in Q3 2025, its #69 holding.
  • FullCircle Wealth first reported a position in NextEra Energy in Q2 2024 and has held it in 6 quarters since.
  • 2,749 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.