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Legacy Investment Solutions’s NextEra Energy NEE Stock Holding History

Legacy Investment Solutions’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 		$12.9K Buy
+186
New +$12.9K 0.01% 283
2024
Q4 		$12.1K Sell
177
-764
-81% -$59.4K 0.01% 258
2024
Q3 		$69.9K Buy
+941
New +$73.4K 0.04% 101

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 Investment Solutions's NEE Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in NextEra Energy (NEE) in Q2 2025: 186 shares worth $12.9K. The stake represents 0.01% of the portfolio and ranks #283 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in NEE as recently as Q4 2024.

Legacy Investment Solutions first reported a position in NEE in Q3 2024 and has held it in 3 quarters since. The position peaked at $69.9K in Q3 2024. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

  • Legacy Investment Solutions held 186 shares of NextEra Energy worth $12.9K as of Q2 2025.
  • NextEra Energy was a new Legacy Investment Solutions position in Q2 2025.
  • NextEra Energy made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #283 holding.
  • Legacy Investment Solutions first reported a position in NextEra Energy in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's NextEra Energy position peaked at $69.9K in Q3 2024.
  • 2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.