GenTrust’s NextEra Energy NEE Stock Holding History

GenTrust’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
2021 Q1	–	Sell	-10,666	Closed	-$823K	–	172
2020 Q4	$823K	Buy	+10,666	New	+$798K	0.07%	64

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

GenTrust's NEE Position: Q1 2025 in Review

GenTrust sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 4,516 shares — an estimated $324K sold.

GenTrust first reported a position in NEE in Q4 2016 and held it in 23 quarters. The position peaked at $867K in Q3 2021. 2,733 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

GenTrust reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
GenTrust sold 4,516 NextEra Energy shares in Q1 2025, an estimated $324K.
GenTrust first reported a position in NextEra Energy in Q4 2016 and held it in 23 quarters.
GenTrust's NextEra Energy position peaked at $867K in Q3 2021.
2,733 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on GenTrust's 13F filing for Q1 2025, filed 23 Apr 2025.