Integrated Investment Consultants’s NextEra Energy NEE Stock Holding History

Integrated Investment Consultants’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	-3,895	Closed	-$276K	–	352
2025 Q1	$276K	Buy	+3,895	New	+$275K	0.06%	266
2024 Q4	–	Sell	-2,711	Closed	-$229K	–	349
2024 Q3	$229K	Buy	+2,711	New	+$212K	0.05%	268
2018 Q2	–	Sell	-1,180	Closed	-$48K	–	519
2018 Q1	$48K	Buy	+1,180	New	+$45.5K	0.02%	436
2017 Q3	$10K	Hold	280	–	–	﹤0.01%	512
2017 Q2	$10K	Sell	280 -256	-48%	-$8.75K	﹤0.01%	505
2017 Q1	$17K	Buy	+536	New	+$16.9K	0.01%	474

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

Integrated Investment Consultants's NEE Position: Q2 2025 in Review

Integrated Investment Consultants sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 3,895 shares — an estimated $276K sold.

Integrated Investment Consultants first reported a position in NEE in Q1 2017 and held it in 6 quarters. The position peaked at $276K in Q1 2025. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

Integrated Investment Consultants reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
Integrated Investment Consultants sold 3,895 NextEra Energy shares in Q2 2025, an estimated $276K.
Integrated Investment Consultants first reported a position in NextEra Energy in Q1 2017 and held it in 6 quarters.
Integrated Investment Consultants's NextEra Energy position peaked at $276K in Q1 2025.
2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Integrated Investment Consultants's 13F filing for Q2 2025, filed 14 Aug 2025.