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Jackson Wealth Management’s NextEra Energy NEE Stock Holding History

Jackson 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
Q3 		– Sell
-26,125
Closed -$1.81M – 172
2025
Q2 		$1.81M Sell
26,125
-90,224
-78% -$6.27M 0.2% 76
2025
Q1 		$8.25M Buy
116,349
+3,701
+3% +$261K 1% 21
2024
Q4 		$8.08M Buy
112,648
+2,114
+2% +$164K 0.92% 27
2024
Q3 		$9.34M Buy
110,534
+48,786
+79% +$3.81M 1.12% 18
2024
Q2 		$4.37M Sell
61,748
-42,799
-41% -$3.04M 0.94% 28
2024
Q1 		$6.68M Buy
104,547
+29,195
+39% +$1.71M 0.83% 31
2023
Q4 		$4.58M Sell
75,352
-28,014
-27% -$1.6M 0.6% 40
2023
Q3 		$5.92M Buy
103,366
+3,926
+4% +$272K 0.85% 24
2023
Q2 		$7.38M Buy
+99,440
New +$7.53M 1.08% 20
2023
Q1 		– Sell
-98,435
Closed -$8.23M – 163
2022
Q4 		$8.23M Sell
98,435
-10,452
-10% -$844K 3.02% 4
2022
Q3 		$8.54M Buy
108,887
+64,049
+143% +$5.43M 1.68% 16
2022
Q2 		$3.47M Sell
44,838
-70,936
-61% -$5.4M 1.61% 15
2022
Q1 		$9.81M Buy
115,774
+43,380
+60% +$3.48M 1.36% 19
2021
Q4 		$6.76M Buy
72,394
+833
+1% +$72K 0.86% 36
2021
Q3 		$28K Buy
71,561
+52,510
+276% +$4.23M 0.34% 51
2021
Q2 		$1.4M Sell
19,051
-186
-1% -$14K 0.18% 94
2021
Q1 		$1.46M Sell
19,237
-347
-2% -$27.1K 0.22% 91
2020
Q4 		$1.51M Buy
19,584
+3,260
+20% +$244K 0.21% 97
2020
Q3 		$1.13M Buy
+16,324
New +$1.13M 0.17% 98
2020
Q1 		– Sell
-18,236
Closed -$1.2M – 142
2019
Q4 		$1.2M Sell
18,236
-752
-4% -$43.9K 0.2% 101
2019
Q3 		$1.1M Buy
+18,988
New +$1.03M 0.23% 90
2015
Q4 		– Sell
-11,488
Closed -$280K – 98
2015
Q3 		$280K Buy
+11,488
New +$292K 0.1% 90
2015
Q2 		– Sell
-7,744
Closed -$201K – 117
2015
Q1 		$201K Buy
+7,744
New +$204K 0.06% 111

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jackson Wealth Management's NEE Position: Q3 2025 in Review

Jackson Wealth Management sold out of NextEra Energy (NEE) in Q3 2025, closing a stake of 26,125 shares — an estimated $1.81M sold.

Jackson Wealth Management first reported a position in NEE in Q1 2015 and held it in 23 quarters. The position peaked at $9.81M in Q1 2022. 2,750 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

  • Jackson Wealth Management reported no remaining NextEra Energy position as of Q3 2025 after selling out during the quarter.
  • Jackson Wealth Management sold 26,125 NextEra Energy shares in Q3 2025, an estimated $1.81M.
  • Jackson Wealth Management first reported a position in NextEra Energy in Q1 2015 and held it in 23 quarters.
  • Jackson Wealth Management's NextEra Energy position peaked at $9.81M in Q1 2022.
  • 2,750 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Jackson Wealth Management's 13F filing for Q3 2025, filed 3 Oct 2025.