Helium Advisors’s NextEra Energy NEE Stock Holding History

Helium 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	-2,862	Closed	-$203K	–	108
2025 Q1	$203K	Buy	+2,862	New	+$202K	0.15%	99

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

Helium Advisors's NEE Position: Q2 2025 in Review

Helium Advisors sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 2,862 shares — an estimated $203K sold.

Helium Advisors first reported a position in NEE in Q1 2025 and held it in 1 quarter. The position peaked at $203K in Q1 2025. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

Helium Advisors reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
Helium Advisors sold 2,862 NextEra Energy shares in Q2 2025, an estimated $203K.
Helium Advisors first reported a position in NextEra Energy in Q1 2025 and held it in 1 quarter.
Helium Advisors's NextEra Energy position peaked at $203K in Q1 2025.
2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Helium Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.