Indie Asset Partners’s NextEra Energy NEE Stock Holding History

Indie Asset Partners’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 Q3	–	Sell	-3,973	Closed	-$276K	–	79
2025 Q2	$276K	Sell	3,973 -632	-14%	-$43.9K	0.5%	49
2025 Q1	$326K	Buy	4,605 +1,237	+37%	+$87.3K	0.28%	59
2024 Q4	$241K	Buy	3,368 +29	+0.9%	+$2.25K	0.19%	95
2024 Q3	$282K	Buy	+3,339	New	+$261K	0.21%	82

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Indie Asset Partners's NEE Position: Q3 2025 in Review

Indie Asset Partners sold out of NextEra Energy (NEE) in Q3 2025, closing a stake of 3,973 shares — an estimated $276K sold.

Indie Asset Partners first reported a position in NEE in Q3 2024 and held it in 4 quarters. The position peaked at $326K in Q1 2025. 2,753 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

Indie Asset Partners reported no remaining NextEra Energy position as of Q3 2025 after selling out during the quarter.
Indie Asset Partners sold 3,973 NextEra Energy shares in Q3 2025, an estimated $276K.
Indie Asset Partners first reported a position in NextEra Energy in Q3 2024 and held it in 4 quarters.
Indie Asset Partners's NextEra Energy position peaked at $326K in Q1 2025.
2,753 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Indie Asset Partners's 13F filing for Q3 2025, filed 6 Nov 2025.