Heck Capital Advisors’s NextEra Energy NEE Stock Holding History

Heck Capital 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	-239	Closed	-$16.9K	–	232
2025 Q1	$16.9K	Hold	239	–	–	﹤0.01%	198
2024 Q4	$17.1K	Hold	239	–	–	﹤0.01%	206
2024 Q3	$20.2K	Hold	239	–	–	﹤0.01%	179
2024 Q2	$16.9K	Hold	239	–	–	﹤0.01%	183
2024 Q1	$15.3K	Hold	239	–	–	﹤0.01%	179
2023 Q4	$14.5K	Sell	239 -8,008	-97%	-$456K	﹤0.01%	173
2023 Q3	$472K	Sell	8,247 -89	-1%	-$6.16K	0.09%	92
2023 Q2	$619K	Sell	8,336 -187	-2%	-$14.2K	0.11%	82
2023 Q1	$657K	Buy	8,523 +2,002	+31%	+$154K	0.13%	72
2022 Q4	$545K	Buy	6,521 +2,878	+79%	+$232K	0.11%	82
2022 Q3	$286K	Buy	3,643 +243	+7%	+$20.6K	0.06%	100
2022 Q2	$263K	Sell	3,400 -412	-11%	-$31.4K	0.05%	104
2022 Q1	$323K	Sell	3,812 -34	-0.9%	-$2.73K	0.06%	95
2021 Q4	$359K	Sell	3,846 -279	-7%	-$24.1K	0.07%	94
2021 Q3	$324K	Sell	4,125 -70	-2%	-$5.64K	0.06%	99
2021 Q2	$307K	Buy	4,195 +51	+1%	+$3.83K	0.06%	101
2021 Q1	$313K	Buy	+4,144	New	+$323K	0.07%	96

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Heck Capital Advisors's NEE Position: Q2 2025 in Review

Heck Capital Advisors sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 239 shares — an estimated $16.9K sold.

Heck Capital Advisors first reported a position in NEE in Q1 2021 and held it in 17 quarters. The position peaked at $657K in Q1 2023. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

Heck Capital Advisors reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
Heck Capital Advisors sold 239 NextEra Energy shares in Q2 2025, an estimated $16.9K.
Heck Capital Advisors first reported a position in NextEra Energy in Q1 2021 and held it in 17 quarters.
Heck Capital Advisors's NextEra Energy position peaked at $657K in Q1 2023.
2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Heck Capital Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.