LC
NEE icon

Lindbrook Capital’s NextEra Energy NEE Stock Holding History

Lindbrook Capital’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 		$716K Sell
10,102
-349
-3% -$24.6K 0.07% 171
2024
Q4 		$749K Sell
10,451
-137
-1% -$10.6K 0.07% 167
2024
Q3 		$895K Buy
10,588
+1,767
+20% +$138K 0.08% 153
2024
Q2 		$625K Buy
8,821
+1,718
+24% +$122K 0.06% 177
2024
Q1 		$454K Sell
7,103
-1,758
-20% -$103K 0.04% 231
2023
Q4 		$538K Sell
8,861
-2,796
-24% -$159K 0.05% 189
2023
Q3 		$668K Sell
11,657
-6
-0.1% -$415 0.07% 147
2023
Q2 		$865K Sell
11,663
-211
-2% -$16K 0.09% 128
2023
Q1 		$915K Sell
11,874
-3,607
-23% -$277K 0.11% 117
2022
Q4 		$1.29M Buy
15,481
+2,314
+18% +$187K 0.16% 97
2022
Q3 		$1.03M Buy
13,167
+21
+0.2% +$1.78K 0.17% 78
2022
Q2 		$1.02M Sell
13,146
-907
-6% -$69.1K 0.17% 80
2022
Q1 		$1.19M Buy
14,053
+1,158
+9% +$92.8K 0.18% 77
2021
Q4 		$1.2M Buy
12,895
+7,687
+148% +$664K 0.18% 69
2021
Q3 		$409K Buy
5,208
+59
+1% +$4.76K 0.11% 80
2021
Q2 		$377K Buy
5,149
+501
+11% +$37.6K 0.08% 101
2021
Q1 		$351K Buy
4,648
+133
+3% +$10.4K 0.08% 101
2020
Q4 		$348K Buy
4,515
+163
+4% +$12.2K 0.09% 97
2020
Q3 		$302K Sell
4,352
-452
-9% -$31.2K 0.08% 96
2020
Q2 		$288K Sell
4,804
-216
-4% -$12.9K 0.09% 96
2020
Q1 		$302K Sell
5,020
-220
-4% -$13.8K 0.11% 76
2019
Q4 		$317K Sell
5,240
-104
-2% -$6.07K 0.11% 91
2019
Q3 		$311K Buy
5,344
+328
+7% +$17.8K 0.12% 83
2019
Q2 		$256K Sell
5,016
-184
-4% -$9.05K 0.1% 102
2019
Q1 		$251K Buy
5,200
+360
+7% +$16.5K 0.1% 104
2018
Q4 		$210K Buy
+4,840
New +$212K 0.1% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
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

Lindbrook Capital's NEE Position: Q1 2025 in Review

Lindbrook Capital reduced its NextEra Energy (NEE) stake by 3.3% in Q1 2025, selling an estimated $24.6K and leaving 10,102 shares worth $716K. The position accounts for 0.07% of the portfolio, ranked #171.

Lindbrook Capital first reported a position in NEE in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.29M in Q4 2022. 2,734 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

  • Lindbrook Capital held 10,102 shares of NextEra Energy worth $716K as of Q1 2025.
  • Lindbrook Capital sold 349 NextEra Energy shares in Q1 2025, an estimated $24.6K.
  • NextEra Energy made up 0.07% of Lindbrook Capital's portfolio in Q1 2025, its #171 holding.
  • Lindbrook Capital first reported a position in NextEra Energy in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's NextEra Energy position peaked at $1.29M in Q4 2022.
  • 2,734 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.