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Legacy Advisors’s NextEra Energy NEE Stock Holding History

Legacy 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
Q1 		$1.36M Buy
19,115
+3,432
+22% +$242K 0.14% 123
2024
Q4 		$1.12M Buy
15,683
+1,265
+9% +$98.3K 0.11% 145
2024
Q3 		$1.22M Buy
14,418
+3,466
+32% +$270K 0.13% 129
2024
Q2 		$776K Buy
10,952
+6,753
+161% +$479K 0.09% 157
2024
Q1 		$268K Sell
4,199
-67
-2% -$3.92K 0.03% 261
2023
Q4 		$259K Buy
+4,266
New +$243K 0.03% 264
2023
Q3 		– Sell
-3,369
Closed -$250K – 288
2023
Q2 		$250K Buy
3,369
+343
+11% +$26K 0.04% 238
2023
Q1 		$233K Buy
3,026
+94
+3% +$7.23K 0.04% 218
2022
Q4 		$245K Buy
+2,932
New +$237K 0.04% 208
2019
Q3 		– Sell
-660
Closed -$34K – 253
2019
Q2 		$34K Buy
660
+600
+1,000% +$29.5K 0.02% 227
2019
Q1 		$3K Buy
+60
New +$2.74K ﹤0.01% 375
2018
Q4 		– Sell
-60
Closed -$3K – 297
2018
Q3 		$3K Hold
60
– – ﹤0.01% 431
2018
Q2 		$3K Hold
60
– – ﹤0.01% 372
2018
Q1 		$2K Buy
+60
New +$2.31K ﹤0.01% 350
2017
Q4 		– Sell
-180
Closed -$6K – 404
2017
Q3 		$6K Buy
+180
New +$6.59K 0.01% 270

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Legacy Advisors's NEE Position: Q1 2025 in Review

Legacy Advisors increased its NextEra Energy (NEE) stake by 22% in Q1 2025, buying an estimated $242K and bringing the position to 19,115 shares worth $1.36M. The position accounts for 0.14% of the portfolio, ranked #123.

Legacy Advisors first reported a position in NEE in Q3 2017 and has held it in 15 quarters since. 2,740 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

  • Legacy Advisors held 19,115 shares of NextEra Energy worth $1.36M as of Q1 2025.
  • Legacy Advisors bought 3,432 NextEra Energy shares in Q1 2025, an estimated $242K.
  • NextEra Energy made up 0.14% of Legacy Advisors's portfolio in Q1 2025, its #123 holding.
  • Legacy Advisors first reported a position in NextEra Energy in Q3 2017 and has held it in 15 quarters since.
  • 2,740 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.