GGM Wealth Advisors’s NextEra Energy NEE Stock Holding History

GGM Wealth Advisors’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 Q1	$231K	Buy	3,484 +1	+0%	+$71	0.13%	119
2024 Q4	$250K	Sell	3,483 -4,897	-58%	-$380K	0.13%	119
2024 Q3	$708K	Buy	8,380 +143	+2%	+$11.2K	0.31%	60
2024 Q2	$583K	Buy	8,237 +35	+0.4%	+$2.48K	0.27%	66
2024 Q1	$536K	Sell	8,202 -4,826	-37%	-$283K	0.25%	70
2023 Q4	$762K	Buy	13,028 +3,357	+35%	+$191K	0.32%	61
2023 Q3	$554K	Buy	9,671 +1,112	+13%	+$77K	0.24%	75
2023 Q2	$618K	Buy	+8,559	New	+$648K	0.25%	72
2023 Q1	–	Sell	-8,529	Closed	-$713K	–	107
2022 Q4	$713K	Buy	8,529 +21	+0.2%	+$1.7K	0.37%	55
2022 Q3	$645K	Buy	8,508 +4,546	+115%	+$386K	0.35%	59
2022 Q2	$316K	Buy	3,962 +402	+11%	+$30.6K	0.18%	99
2022 Q1	$291K	Buy	+3,560	New	+$285K	0.15%	113

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

GGM Wealth Advisors's NEE Position: Q1 2025 in Review

GGM Wealth Advisors increased its NextEra Energy (NEE) stake by 0.03% in Q1 2025, buying an estimated $71 and bringing the position to 3,484 shares worth $231K. The position accounts for 0.13% of the portfolio, ranked #119.

GGM Wealth Advisors first reported a position in NEE in Q1 2022 and has held it in 12 quarters since. The position peaked at $762K in Q4 2023. 2,734 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

GGM Wealth Advisors held 3,484 shares of NextEra Energy worth $231K as of Q1 2025.
GGM Wealth Advisors bought 1 NextEra Energy share in Q1 2025, an estimated $71.
NextEra Energy made up 0.13% of GGM Wealth Advisors's portfolio in Q1 2025, its #119 holding.
GGM Wealth Advisors first reported a position in NextEra Energy in Q1 2022 and has held it in 12 quarters since.
GGM Wealth Advisors's NextEra Energy position peaked at $762K in Q4 2023.
2,734 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.