Investment Research & Advisory Group’s NextEra Energy NEE Stock Holding History

Investment Research & Advisory Group’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	-37	Closed	-$2.62K	–	267
2025 Q1	$2.62K	Buy	+37	New	+$2.61K	﹤0.01%	215
2021 Q3	–	Sell	-84	Closed	-$6K	–	165
2021 Q2	$6K	Buy	+84	New	+$6.3K	﹤0.01%	150
2020 Q1	–	Sell	-792	Closed	-$48K	–	171
2019 Q4	$48K	Buy	+792	New	+$46.2K	0.04%	102

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

Investment Research & Advisory Group's NEE Position: Q2 2025 in Review

Investment Research & Advisory Group sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 37 shares — an estimated $2.62K sold.

Investment Research & Advisory Group first reported a position in NEE in Q4 2019 and held it in 3 quarters. The position peaked at $48K in Q4 2019. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

Investment Research & Advisory Group reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
Investment Research & Advisory Group sold 37 NextEra Energy shares in Q2 2025, an estimated $2.62K.
Investment Research & Advisory Group first reported a position in NextEra Energy in Q4 2019 and held it in 3 quarters.
Investment Research & Advisory Group's NextEra Energy position peaked at $48K in Q4 2019.
2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Investment Research & Advisory Group's 13F filing for Q2 2025, filed 17 Jul 2025.