Future Financial Wealth Management’s NextEra Energy NEE Stock Holding History

Future Financial 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 Q4	–	Sell	-175	Closed	-$13.2K	–	314
2025 Q3	$13.2K	Sell	175 -125	-42%	-$9.13K	0.01%	364
2025 Q2	$20.8K	Hold	300	–	–	0.01%	318
2025 Q1	$21.3K	Hold	300	–	–	0.02%	316
2024 Q4	$21.5K	Sell	300 -3,100	-91%	-$241K	0.02%	314
2024 Q3	$287K	Hold	3,400	–	–	0.21%	91
2024 Q2	$241K	Sell	3,400 -1,000	-23%	-$71K	0.21%	96
2024 Q1	$281K	Hold	4,400	–	–	0.22%	83
2023 Q4	$267K	Hold	4,400	–	–	0.27%	79
2023 Q3	$252K	Hold	4,400	–	–	0.28%	85
2023 Q2	$326K	Sell	4,400 -16	-0.4%	-$1.21K	0.34%	70
2023 Q1	$339K	Buy	4,416 +16	+0.4%	+$1.23K	0.37%	70
2022 Q4	$368K	Hold	4,400	–	–	0.42%	70
2022 Q3	$341K	Hold	4,400	–	–	0.39%	74
2022 Q2	$373K	Hold	4,400	–	–	0.36%	82
2022 Q1	$373K	Sell	4,400 -172	-4%	-$13.8K	0.31%	82
2021 Q4	$419K	Hold	4,572	–	–	0.34%	71
2021 Q3	$335K	Hold	4,572	–	–	0.34%	82
2021 Q2	$335K	Buy	4,572 +172	+4%	+$12.9K	0.34%	82
2021 Q1	$333K	Hold	4,400	–	–	0.38%	75
2020 Q4	$339K	Buy	+4,400	New	+$329K	0.39%	77

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Future Financial Wealth Management's NEE Position: Q4 2025 in Review

Future Financial Wealth Management sold out of NextEra Energy (NEE) in Q4 2025, closing a stake of 175 shares — an estimated $13.2K sold.

Future Financial Wealth Management first reported a position in NEE in Q4 2020 and held it in 20 quarters. The position peaked at $419K in Q4 2021. 2,961 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

Future Financial Wealth Management reported no remaining NextEra Energy position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 175 NextEra Energy shares in Q4 2025, an estimated $13.2K.
Future Financial Wealth Management first reported a position in NextEra Energy in Q4 2020 and held it in 20 quarters.
Future Financial Wealth Management's NextEra Energy position peaked at $419K in Q4 2021.
2,961 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.