IMS Capital Management’s NextEra Energy NEE Stock Holding History

IMS Capital Management’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	–	Sell	-13,743	Closed	-$985K	–	141
2024 Q4	$985K	Hold	13,743	–	–	0.46%	59
2024 Q3	$1.16M	Buy	13,743 +1	+0%	+$78	0.52%	50
2024 Q2	$1.09M	Hold	13,742	–	–	0.51%	53
2024 Q1	$878K	Buy	13,742 +226	+2%	+$13.2K	0.41%	65
2023 Q4	$821K	Buy	+13,516	New	+$770K	0.4%	64
2020 Q2	–	Sell	-4,960	Closed	-$298K	–	130
2020 Q1	$298K	Buy	+4,960	New	+$312K	0.3%	85

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

IMS Capital Management's NEE Position: Q1 2025 in Review

IMS Capital Management sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 13,743 shares — an estimated $985K sold.

IMS Capital Management first reported a position in NEE in Q1 2020 and held it in 6 quarters. The position peaked at $1.16M in Q3 2024. 2,734 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

IMS Capital Management reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
IMS Capital Management sold 13,743 NextEra Energy shares in Q1 2025, an estimated $985K.
IMS Capital Management first reported a position in NextEra Energy in Q1 2020 and held it in 6 quarters.
IMS Capital Management's NextEra Energy position peaked at $1.16M in Q3 2024.
2,734 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on IMS Capital Management's 13F filing for Q1 2025, filed 15 Jul 2025.