JCIC Asset Management’s NextEra Energy NEE Stock Holding History

JCIC Asset 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 Q1	$992	Buy	+14	New	+$988	﹤0.01%	144
2024 Q1	–	Sell	-56,580	Closed	-$3.44M	–	109
2023 Q4	$3.44M	Sell	56,580 -295	-0.5%	-$16.8K	1.53%	25
2023 Q3	$3.26M	Sell	56,875 -1,645	-3%	-$114K	1.65%	22
2023 Q2	$4.34M	Sell	58,520 -4,230	-7%	-$320K	1.97%	20
2023 Q1	$4.84M	Sell	62,750 -355	-0.6%	-$27.3K	2.25%	18
2022 Q4	$5.28M	Sell	63,105 -1,500	-2%	-$121K	2.62%	16
2022 Q3	$5.01M	Sell	64,605 -2,694	-4%	-$229K	2.31%	19
2022 Q2	$5.21M	Sell	67,299 -7,341	-10%	-$559K	2.81%	15
2022 Q1	$6.32M	Sell	74,640 -1,350	-2%	-$108K	1.95%	19
2021 Q4	$7.09M	Sell	75,990 -10	-0%	-$864	2.13%	15
2021 Q3	$5.97M	Sell	76,000 -50	-0.1%	-$4.03K	1.96%	18
2021 Q2	$6.91M	Sell	76,050 -1,090	-1%	-$81.8K	1.78%	20
2021 Q1	$5.83M	Buy	77,140 +578	+0.8%	+$45.1K	2.05%	17
2020 Q4	$5.91M	Buy	76,562 +2,074	+3%	+$155K	2.38%	14
2020 Q3	$5.17M	Buy	74,488 +340	+0.5%	+$23.5K	2.39%	14
2020 Q2	$4.45M	Buy	74,148 +1,648	+2%	+$98.6K	2.29%	15
2020 Q1	$4.36M	Buy	72,500 +72,168	+21,737%	+$4.54M	2.7%	16
2019 Q4	$20K	Buy	332 +160	+93%	+$9.34K	0.01%	83
2019 Q3	$10K	Hold	172	–	–	﹤0.01%	89
2019 Q2	$9K	Hold	172	–	–	﹤0.01%	87
2019 Q1	$8K	Hold	172	–	–	﹤0.01%	100
2018 Q4	$7K	Hold	172	–	–	﹤0.01%	88
2018 Q3	$7K	Hold	172	–	–	﹤0.01%	92
2018 Q2	$7K	Hold	172	–	–	﹤0.01%	75
2018 Q1	$7K	Buy	+172	New	+$6.63K	﹤0.01%	75
2014 Q2	–	Sell	-668,100	Closed	-$16M	–	85
2014 Q1	$16M	Sell	668,100 -22,680	-3%	-$514K	2.92%	15
2013 Q4	$14.8M	Buy	690,780 +56,160	+9%	+$1.18M	2.86%	14
2013 Q3	$12.7M	Sell	634,620 -7,500	-1%	-$155K	2.28%	17
2013 Q2	$13.1M	Buy	+642,120	New	+$12.7M	2.55%	17

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JCIC Asset Management's NEE Position: Q1 2025 in Review

JCIC Asset Management opened a new position in NextEra Energy (NEE) in Q1 2025: 14 shares worth $992. The stake represents ﹤0.01% of the portfolio and ranks #144 among its holdings. This is a return to the name: JCIC Asset Management previously reported a position in NEE as recently as Q4 2023.

JCIC Asset Management first reported a position in NEE in Q2 2013 and has held it in 29 quarters since. The position peaked at $16M in Q1 2014. 2,739 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

JCIC Asset Management held 14 shares of NextEra Energy worth $992 as of Q1 2025.
NextEra Energy was a new JCIC Asset Management position in Q1 2025.
NextEra Energy made up ﹤0.01% of JCIC Asset Management's portfolio in Q1 2025, its #144 holding.
JCIC Asset Management first reported a position in NextEra Energy in Q2 2013 and has held it in 29 quarters since.
JCIC Asset Management's NextEra Energy position peaked at $16M in Q1 2014.
2,739 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on JCIC Asset Management's 13F filing for Q1 2025, filed 23 Apr 2025.