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Glass Jacobson Investment Advisors’s NextEra Energy NEE Stock Holding History

Glass Jacobson Investment 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
Q2 		– Sell
-1,897
Closed -$136K – 735
2025
Q1 		$136K Hold
1,897
– – 0.04% 266
2024
Q4 		$136K Buy
1,897
+39
+2% +$3.03K 0.04% 266
2024
Q3 		$157K Hold
1,858
– – 0.05% 241
2024
Q2 		$132K Hold
1,858
– – 0.05% 244
2024
Q1 		$119K Hold
1,858
– – 0.04% 256
2023
Q4 		$113K Hold
1,858
– – 0.05% 256
2023
Q3 		$106K Hold
1,858
– – 0.05% 251
2023
Q2 		$138K Buy
+1,858
New +$141K 0.06% 222
2022
Q4 		$155K Buy
+1,858
New +$150K 0.08% 218

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Glass Jacobson Investment Advisors's NEE Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 1,897 shares — an estimated $136K sold.

Glass Jacobson Investment Advisors first reported a position in NEE in Q4 2022 and held it in 9 quarters. The position peaked at $157K in Q3 2024. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 1,897 NextEra Energy shares in Q2 2025, an estimated $136K.
  • Glass Jacobson Investment Advisors first reported a position in NextEra Energy in Q4 2022 and held it in 9 quarters.
  • Glass Jacobson Investment Advisors's NextEra Energy position peaked at $157K in Q3 2024.
  • 2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.