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Horan Capital Advisors’s NextEra Energy NEE Stock Holding History

Horan 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
Q1 		$3.25M Sell
45,855
-126
-0.3% -$8.89K 1.1% 32
2024
Q4 		$3.3M Sell
45,981
-436
-0.9% -$33.9K 1.11% 27
2024
Q3 		$3.92M Sell
46,417
-83
-0.2% -$6.48K 1.3% 25
2024
Q2 		$3.29M Sell
46,500
-526
-1% -$37.3K 1.16% 29
2024
Q1 		$3.01M Sell
47,026
-844
-2% -$49.4K 1.07% 37
2023
Q4 		$2.91M Buy
47,870
+40,883
+585% +$2.33M 1.07% 35
2023
Q3 		$400K Buy
6,987
+1,921
+38% +$133K 0.16% 80
2023
Q2 		$376K Sell
5,066
-52
-1% -$3.94K 0.15% 81
2023
Q1 		$394K Buy
5,118
+1,052
+26% +$80.9K 0.16% 77
2022
Q4 		$340K Hold
4,066
– – 0.15% 77
2022
Q3 		$319K Hold
4,066
– – 0.15% 74
2022
Q2 		$315K Hold
4,066
– – 0.15% 73
2022
Q1 		$344K Buy
4,066
+206
+5% +$16.5K 0.14% 76
2021
Q4 		$360K Hold
3,860
– – 0.14% 75
2021
Q3 		$303K Hold
3,860
– – 0.13% 79
2021
Q2 		$283K Sell
3,860
-100
-3% -$7.5K 0.13% 79
2021
Q1 		$299K Sell
3,960
-77
-2% -$6.01K 0.14% 73
2020
Q4 		$311K Buy
4,037
+809
+25% +$60.5K 0.16% 66
2020
Q3 		$224K Buy
+3,228
New +$223K 0.13% 78
2020
Q2 		– Sell
-3,328
Closed -$200K – 78
2020
Q1 		$200K Buy
3,328
+168
+5% +$10.6K 0.16% 68
2019
Q4 		$191K Hold
3,160
– – 0.11% 74
2019
Q3 		$184K Buy
+3,160
New +$171K 0.11% 72
2019
Q2 		– Sell
-3,160
Closed -$153K – 184
2019
Q1 		$153K Buy
+3,160
New +$144K 0.1% 76
2017
Q4 		– Sell
-3,660
Closed -$134K – 194
2017
Q3 		$134K Buy
+3,660
New +$134K 0.08% 88

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
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

Horan Capital Advisors's NEE Position: Q1 2025 in Review

Horan Capital Advisors reduced its NextEra Energy (NEE) stake by 0.27% in Q1 2025, selling an estimated $8.89K and leaving 45,855 shares worth $3.25M. The position accounts for 1.1% of the portfolio, ranked #32.

Horan Capital Advisors first reported a position in NEE in Q3 2017 and has held it in 24 quarters since. The position peaked at $3.92M in Q3 2024. 2,735 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

  • Horan Capital Advisors held 45,855 shares of NextEra Energy worth $3.25M as of Q1 2025.
  • Horan Capital Advisors sold 126 NextEra Energy shares in Q1 2025, an estimated $8.89K.
  • NextEra Energy made up 1.1% of Horan Capital Advisors's portfolio in Q1 2025, its #32 holding.
  • Horan Capital Advisors first reported a position in NextEra Energy in Q3 2017 and has held it in 24 quarters since.
  • Horan Capital Advisors's NextEra Energy position peaked at $3.92M in Q3 2024.
  • 2,735 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Horan Capital Advisors's 13F filing for Q1 2025, filed 7 May 2025.