LGL Partners’s NextEra Energy NEE Stock Holding History

LGL Partners’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	–	Sell	-5,040	Closed	-$361K	–	97
2024 Q4	$361K	Sell	5,040 -46	-0.9%	-$3.57K	0.05%	83
2024 Q3	$430K	Buy	5,086 +52	+1%	+$4.06K	0.06%	76
2024 Q2	$356K	Buy	5,034 +3	+0.1%	+$213	0.05%	80
2024 Q1	$322K	Buy	5,031 +204	+4%	+$12K	0.05%	83
2023 Q4	$293K	Buy	4,827 +3	+0.1%	+$171	0.04%	84
2023 Q3	$276K	Sell	4,824 -197	-4%	-$13.6K	0.05%	81
2023 Q2	$373K	Buy	5,021 +2	+0%	+$151	0.06%	79
2023 Q1	$387K	Buy	5,019 +3	+0.1%	+$231	0.07%	70
2022 Q4	$419K	Sell	5,016 -810	-14%	-$65.4K	0.08%	63
2022 Q3	$457K	Buy	5,826 +814	+16%	+$69.1K	0.1%	66
2022 Q2	$388K	Buy	5,012 +2	+0%	+$152	0.06%	66
2022 Q1	$424K	Sell	5,010 -810	-14%	-$64.9K	0.06%	65
2021 Q4	$543K	Buy	5,820 +749	+15%	+$64.7K	0.06%	61
2021 Q3	$398K	Buy	5,071 +67	+1%	+$5.4K	0.24%	57
2021 Q2	$367K	Buy	5,004 +404	+9%	+$30.3K	0.22%	63
2021 Q1	$348K	Hold	4,600	–	–	0.2%	64
2020 Q4	$355K	Hold	4,600	–	–	0.21%	62
2020 Q3	$319K	Hold	4,600	–	–	0.19%	72
2020 Q2	$276K	Hold	4,600	–	–	0.17%	71
2020 Q1	$277K	Hold	4,600	–	–	0.18%	65
2019 Q4	$278K	Hold	4,600	–	–	0.09%	84
2019 Q3	$268K	Hold	4,600	–	–	0.11%	89
2019 Q2	$236K	Hold	4,600	–	–	0.09%	101
2019 Q1	$222K	Buy	+4,600	New	+$210K	0.08%	104

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LGL Partners's NEE Position: Q1 2025 in Review

LGL Partners sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 5,040 shares — an estimated $361K sold.

LGL Partners first reported a position in NEE in Q1 2019 and held it in 24 quarters. The position peaked at $543K in Q4 2021. 2,733 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

LGL Partners reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
LGL Partners sold 5,040 NextEra Energy shares in Q1 2025, an estimated $361K.
LGL Partners first reported a position in NextEra Energy in Q1 2019 and held it in 24 quarters.
LGL Partners's NextEra Energy position peaked at $543K in Q4 2021.
2,733 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on LGL Partners's 13F filing for Q1 2025, filed 15 May 2025.