JDM Financial Group’s NextEra Energy NEE Stock Holding History

JDM Financial Group’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 Q4	–	Sell	-45	Closed	-$3.4K	–	282
2025 Q3	$3.4K	Hold	45	–	–	﹤0.01%	256
2025 Q2	$3.12K	Hold	45	–	–	﹤0.01%	240
2025 Q1	$3.19K	Hold	45	–	–	﹤0.01%	231
2024 Q4	$3.23K	Sell	45 -24	-35%	-$1.86K	﹤0.01%	239
2024 Q3	$5.83K	Buy	69 +24	+53%	+$1.87K	﹤0.01%	207
2024 Q2	$3.19K	Hold	45	–	–	﹤0.01%	209
2024 Q1	$2.88K	Hold	45	–	–	﹤0.01%	202
2023 Q4	$2.73K	Hold	45	–	–	﹤0.01%	198
2023 Q3	$2.58K	Sell	45 -50	-53%	-$3.46K	﹤0.01%	196
2023 Q2	$7.05K	Hold	95	–	–	0.01%	159
2023 Q1	$7.32K	Buy	95 +50	+111%	+$3.85K	0.01%	162
2022 Q4	$3.76K	Buy	+45	New	+$3.63K	﹤0.01%	189

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JDM Financial Group's NEE Position: Q4 2025 in Review

JDM Financial Group sold out of NextEra Energy (NEE) in Q4 2025, closing a stake of 45 shares — an estimated $3.4K sold.

JDM Financial Group first reported a position in NEE in Q4 2022 and held it in 12 quarters. The position peaked at $7.32K in Q1 2023. 2,956 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

JDM Financial Group reported no remaining NextEra Energy position as of Q4 2025 after selling out during the quarter.
JDM Financial Group sold 45 NextEra Energy shares in Q4 2025, an estimated $3.4K.
JDM Financial Group first reported a position in NextEra Energy in Q4 2022 and held it in 12 quarters.
JDM Financial Group's NextEra Energy position peaked at $7.32K in Q1 2023.
2,956 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on JDM Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.