Intelligent Financial Strategies’s NextEra Energy NEE Stock Holding History

Intelligent Financial Strategies’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	-330	Closed	-$22.9K	–	82
2025 Q2	$22.9K	Buy	330 +2	+0.6%	+$139	0.01%	74
2025 Q1	$23.3K	Hold	328	–	–	0.01%	71
2024 Q4	$23.5K	Hold	328	–	–	0.01%	69
2024 Q3	$27.7K	Hold	328	–	–	0.02%	71
2024 Q2	$23.2K	Hold	328	–	–	0.01%	72
2024 Q1	$21K	Sell	328 -108	-25%	-$6.33K	0.01%	81
2023 Q4	$26.5K	Hold	436	–	–	0.02%	67
2023 Q3	$25K	Hold	436	–	–	0.02%	77
2023 Q2	$32.4K	Hold	436	–	–	0.02%	71
2023 Q1	$33.6K	Hold	436	–	–	0.03%	73
2022 Q4	$36.5K	Hold	436	–	–	0.03%	72
2022 Q3	$34K	Sell	436 -68	-13%	-$5.77K	0.04%	67
2022 Q2	$39K	Hold	504	–	–	0.04%	65
2022 Q1	$43K	Hold	504	–	–	0.04%	73
2021 Q4	$47K	Buy	+504	New	+$43.6K	0.04%	73

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 $3.38T AUM 44.17% 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

Intelligent Financial Strategies's NEE Position: Q3 2025 in Review

Intelligent Financial Strategies sold out of NextEra Energy (NEE) in Q3 2025, closing a stake of 330 shares — an estimated $22.9K sold.

Intelligent Financial Strategies first reported a position in NEE in Q4 2021 and held it in 15 quarters. The position peaked at $47K in Q4 2021. 2,754 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

Intelligent Financial Strategies reported no remaining NextEra Energy position as of Q3 2025 after selling out during the quarter.
Intelligent Financial Strategies sold 330 NextEra Energy shares in Q3 2025, an estimated $22.9K.
Intelligent Financial Strategies first reported a position in NextEra Energy in Q4 2021 and held it in 15 quarters.
Intelligent Financial Strategies's NextEra Energy position peaked at $47K in Q4 2021.
2,754 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Intelligent Financial Strategies's 13F filing for Q3 2025, filed 21 Oct 2025.