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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
Q2 		– Sell
-19,115
Closed -$1.36M – 272
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 $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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legacy Advisors's NEE Position: Q2 2025 in Review

Legacy Advisors sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 19,115 shares — an estimated $1.36M sold.

Legacy Advisors first reported a position in NEE in Q3 2017 and held it in 15 quarters. The position peaked at $1.36M in Q1 2025. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

  • Legacy Advisors reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
  • Legacy Advisors sold 19,115 NextEra Energy shares in Q2 2025, an estimated $1.36M.
  • Legacy Advisors first reported a position in NextEra Energy in Q3 2017 and held it in 15 quarters.
  • Legacy Advisors's NextEra Energy position peaked at $1.36M in Q1 2025.
  • 2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.