Iron Horse Wealth Management’s NextEra Energy NEE Stock Holding History

Iron Horse Wealth 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 Q2	$18.7K	Hold	269	–	–	0.01%	221
2025 Q1	$19.1K	Buy	269 +214	+389%	+$15.1K	0.01%	204
2024 Q4	$3.94K	Hold	55	–	–	﹤0.01%	326
2024 Q3	$4.65K	Sell	55 -70	-56%	-$5.46K	﹤0.01%	306
2024 Q2	$8.85K	Hold	125	–	–	﹤0.01%	227
2024 Q1	$7.99K	Hold	125	–	–	﹤0.01%	217
2023 Q4	$7.59K	Buy	125 +100	+400%	+$5.7K	﹤0.01%	221
2023 Q3	$1.43K	Hold	25	–	–	﹤0.01%	396
2023 Q2	$1.85K	Hold	25	–	–	﹤0.01%	240
2023 Q1	$1.93K	Buy	+25	New	+$1.92K	﹤0.01%	267
2022 Q1	–	Sell	-13	Closed	-$1K	–	251
2021 Q4	$1K	Hold	13	–	–	﹤0.01%	196
2021 Q3	$1K	Buy	+13	New	+$1.05K	﹤0.01%	183

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

Iron Horse Wealth Management's NEE Position: Q2 2025 in Review

Iron Horse Wealth Management held its NextEra Energy (NEE) position steady in Q2 2025 at 269 shares worth $18.7K. The position accounts for 0.01% of the portfolio, ranked #221.

Iron Horse Wealth Management first reported a position in NEE in Q3 2021 and has held it in 12 quarters since. The position peaked at $19.1K in Q1 2025. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

Iron Horse Wealth Management held 269 shares of NextEra Energy worth $18.7K as of Q2 2025.
Iron Horse Wealth Management left its NextEra Energy share count unchanged in Q2 2025.
NextEra Energy made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #221 holding.
Iron Horse Wealth Management first reported a position in NextEra Energy in Q3 2021 and has held it in 12 quarters since.
Iron Horse Wealth Management's NextEra Energy position peaked at $19.1K in Q1 2025.
2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.