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Gitterman Wealth Management’s NextEra Energy NEE Stock Holding History

Gitterman 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 		$2.18M Buy
28,917
+1,791
+7% +$131K 0.5% 15
2025
Q2 		$1.88M Buy
27,126
+5,152
+23% +$358K 0.44% 14
2025
Q1 		$1.56M Buy
21,974
+57
+0.3% +$4.02K 0.41% 14
2024
Q4 		$1.57M Buy
21,917
+781
+4% +$60.7K 0.66% 13
2024
Q3 		$1.79M Buy
21,136
+213
+1% +$16.6K 0.74% 10
2024
Q2 		$1.48M Sell
20,923
-950
-4% -$67.4K 0.57% 11
2024
Q1 		$1.4M Buy
21,873
+5,407
+33% +$317K 0.54% 12
2023
Q4 		$1M Buy
16,466
+701
+4% +$40K 0.45% 13
2023
Q3 		$903K Buy
15,765
+672
+4% +$46.5K 0.43% 14
2023
Q2 		$1.12M Buy
15,093
+1,415
+10% +$107K 0.52% 12
2023
Q1 		$1.05M Buy
13,678
+583
+4% +$44.8K 0.5% 13
2022
Q4 		$1.09M Sell
13,095
-53
-0.4% -$4.28K 0.55% 12
2022
Q3 		$1.03M Sell
13,148
-166
-1% -$14.1K 1.06% 12
2022
Q2 		$1.03M Buy
13,314
+252
+2% +$19.2K 0.97% 12
2022
Q1 		$1.11M Buy
13,062
+2,435
+23% +$195K 0.89% 15
2021
Q4 		$992K Buy
+10,627
New +$918K 0.74% 17

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

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

Gitterman Wealth Management increased its NextEra Energy (NEE) stake by 6.6% in Q3 2025, buying an estimated $131K and bringing the position to 28,917 shares worth $2.18M. The position accounts for 0.5% of the portfolio, ranked #15.

Gitterman Wealth Management first reported a position in NEE in Q4 2021 and has held it in 16 quarters since. 2,749 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

  • Gitterman Wealth Management held 28,917 shares of NextEra Energy worth $2.18M as of Q3 2025.
  • Gitterman Wealth Management bought 1,791 NextEra Energy shares in Q3 2025, an estimated $131K.
  • NextEra Energy made up 0.5% of Gitterman Wealth Management's portfolio in Q3 2025, its #15 holding.
  • Gitterman Wealth Management first reported a position in NextEra Energy in Q4 2021 and has held it in 16 quarters since.
  • 2,749 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.