IronBridge Private Wealth’s NextEra Energy NEE Stock Holding History

IronBridge Private Wealth’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	-3,266	Closed	-$232K	–	46
2025 Q1	$232K	Buy	3,266 +2	+0.1%	+$141	0.09%	50
2024 Q4	$234K	Buy	+3,264	New	+$254K	0.09%	46
2021 Q1	–	Sell	-31,184	Closed	-$2.41M	–	282
2020 Q4	$2.41M	Buy	+31,184	New	+$2.33M	1.78%	25

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

IronBridge Private Wealth's NEE Position: Q2 2025 in Review

IronBridge Private Wealth sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 3,266 shares — an estimated $232K sold.

IronBridge Private Wealth first reported a position in NEE in Q4 2020 and held it in 3 quarters. The position peaked at $2.41M in Q4 2020. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

IronBridge Private Wealth reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
IronBridge Private Wealth sold 3,266 NextEra Energy shares in Q2 2025, an estimated $232K.
IronBridge Private Wealth first reported a position in NextEra Energy in Q4 2020 and held it in 3 quarters.
IronBridge Private Wealth's NextEra Energy position peaked at $2.41M in Q4 2020.
2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on IronBridge Private Wealth's 13F filing for Q2 2025, filed 10 Oct 2025.