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Horan Securities’s NextEra Energy NEE Stock Holding History

Horan Securities’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 		$320K Buy
4,609
+697
+18% +$48.4K 0.11% 107
2025
Q1 		$277K Sell
3,912
-211
-5% -$14.9K 0.1% 101
2024
Q4 		$296K Sell
4,123
-23
-0.6% -$1.79K 0.11% 98
2024
Q3 		$350K Sell
4,146
-558
-12% -$43.5K 0.14% 88
2024
Q2 		$333K Buy
4,704
+3
+0.1% +$213 0.14% 75
2024
Q1 		$300K Buy
4,701
+24
+0.5% +$1.41K 0.14% 76
2023
Q4 		$284K Buy
+4,677
New +$267K 0.14% 79
2023
Q3 		– Sell
-728
Closed -$54K – 453
2023
Q2 		$54K Buy
728
+18
+3% +$1.36K 0.02% 228
2023
Q1 		$54.7K Buy
710
+131
+23% +$10.1K 0.03% 209
2022
Q4 		$48.4K Buy
579
+107
+23% +$8.64K 0.03% 205
2022
Q3 		$37K Hold
472
– – 0.02% 214
2022
Q2 		$37K Hold
472
– – 0.02% 203
2022
Q1 		$40K Hold
472
– – 0.02% 199
2021
Q4 		$44K Buy
+472
New +$40.8K 0.03% 182
2021
Q2 		$30K Hold
412
– – 0.02% 208
2021
Q1 		$31K Sell
412
-177
-30% -$13.8K 0.03% 185
2020
Q4 		$45K Buy
589
+93
+19% +$6.96K 0.04% 132
2020
Q3 		$34K Sell
496
-184
-27% -$12.7K 0.03% 132
2020
Q2 		$41K Sell
680
-8
-1% -$479 0.05% 84
2020
Q1 		$41K Buy
+688
New +$43.2K 0.06% 74
2019
Q4 		– Sell
-688
Closed -$40K – 159
2019
Q3 		$40K Buy
688
+188
+38% +$10.2K 0.04% 82
2019
Q2 		$26K Sell
500
-200
-29% -$9.84K 0.03% 108
2019
Q1 		$34K Hold
700
– – 0.04% 90
2018
Q4 		$30K Hold
700
– – 0.04% 92
2018
Q3 		$30K Hold
700
– – 0.03% 76
2018
Q2 		$30K Hold
700
– – 0.03% 78
2018
Q1 		$28K Sell
700
-700
-50% -$27K 0.02% 67
2017
Q4 		$53K Buy
+1,400
New +$54.1K 0.05% 55

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 $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Horan Securities's NEE Position: Q2 2025 in Review

Horan Securities increased its NextEra Energy (NEE) stake by 18% in Q2 2025, buying an estimated $48.4K and bringing the position to 4,609 shares worth $320K. The position accounts for 0.11% of the portfolio, ranked #107.

Horan Securities first reported a position in NEE in Q4 2017 and has held it in 28 quarters since. The position peaked at $350K in Q3 2024. 2,706 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

  • Horan Securities held 4,609 shares of NextEra Energy worth $320K as of Q2 2025.
  • Horan Securities bought 697 NextEra Energy shares in Q2 2025, an estimated $48.4K.
  • NextEra Energy made up 0.11% of Horan Securities's portfolio in Q2 2025, its #107 holding.
  • Horan Securities first reported a position in NextEra Energy in Q4 2017 and has held it in 28 quarters since.
  • Horan Securities's NextEra Energy position peaked at $350K in Q3 2024.
  • 2,706 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Horan Securities's 13F filing for Q2 2025, filed 6 Aug 2025.