J.W. Coons Advisors’s NextEra Energy NEE Stock Holding History

J.W. Coons Advisors’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	$2.96M	Sell	42,662 -400	-0.9%	-$27.8K	0.67%	46
2025 Q1	$3.05M	Buy	43,062 +750	+2%	+$52.9K	0.81%	36
2024 Q4	$3.03M	Sell	42,312 -272	-0.6%	-$21.1K	0.78%	37
2024 Q3	$3.6M	Hold	42,584	–	–	0.9%	31
2024 Q2	$3.02M	Hold	42,584	–	–	0.73%	33
2024 Q1	$2.72M	Sell	42,584 -200	-0.5%	-$11.7K	0.62%	40
2023 Q4	$2.6M	Sell	42,784 -990	-2%	-$56.4K	0.7%	38
2023 Q3	$2.51M	Sell	43,774 -2,200	-5%	-$152K	0.72%	37
2023 Q2	$3.41M	Hold	45,974	–	–	0.93%	26
2023 Q1	$3.54M	Sell	45,974 -200	-0.4%	-$15.4K	1.02%	25
2022 Q4	$3.86M	Buy	46,174 +8,400	+22%	+$679K	1.15%	20
2022 Q3	$2.96M	Buy	37,774 +1,000	+3%	+$84.8K	1.12%	20
2022 Q2	$2.85M	Hold	36,774	–	–	1.01%	24
2022 Q1	$3.14M	Buy	36,774 +3,200	+10%	+$256K	0.93%	26
2021 Q4	$3.13M	Buy	33,574 +1,322	+4%	+$114K	0.95%	25
2021 Q3	$2.53M	Sell	32,252 -11,950	-27%	-$964K	0.87%	32
2021 Q2	$3.24M	Sell	44,202 -1,044	-2%	-$78.4K	1.15%	16
2021 Q1	$3.42M	Hold	45,246	–	–	1.23%	17
2020 Q4	$3.49M	Sell	45,246 -50	-0.1%	-$3.74K	1.34%	14
2020 Q3	$3.14M	Hold	45,296	–	–	1.31%	16
2020 Q2	$2.72M	Buy	45,296 +1,596	+4%	+$95.5K	1.21%	21
2020 Q1	$2.63M	Buy	+43,700	New	+$2.75M	1.38%	13

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

J.W. Coons Advisors's NEE Position: Q2 2025 in Review

J.W. Coons Advisors reduced its NextEra Energy (NEE) stake by 0.93% in Q2 2025, selling an estimated $27.8K and leaving 42,662 shares worth $2.96M. The position accounts for 0.67% of the portfolio, ranked #46.

J.W. Coons Advisors first reported a position in NEE in Q1 2020 and has held it in 22 quarters since. The position peaked at $3.86M in Q4 2022. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

J.W. Coons Advisors held 42,662 shares of NextEra Energy worth $2.96M as of Q2 2025.
J.W. Coons Advisors sold 400 NextEra Energy shares in Q2 2025, an estimated $27.8K.
NextEra Energy made up 0.67% of J.W. Coons Advisors's portfolio in Q2 2025, its #46 holding.
J.W. Coons Advisors first reported a position in NextEra Energy in Q1 2020 and has held it in 22 quarters since.
J.W. Coons Advisors's NextEra Energy position peaked at $3.86M in Q4 2022.
2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.