Lowe Wealth Advisors’s NextEra Energy NEE Stock Holding History

Lowe Wealth 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 Q3	$22.1K	Hold	293	–	–	0.01%	197
2025 Q2	$20.3K	Hold	293	–	–	0.01%	199
2025 Q1	$20.8K	Buy	293 +200	+215%	+$14.1K	0.01%	192
2024 Q4	$6.67K	Buy	+93	New	+$7.22K	﹤0.01%	253
2022 Q1	–	Sell	-24	Closed	-$2K	–	330
2021 Q4	$2K	Hold	24	–	–	﹤0.01%	271
2021 Q3	$2K	Hold	24	–	–	﹤0.01%	258
2021 Q2	$2K	Hold	24	–	–	﹤0.01%	252
2021 Q1	$2K	Hold	24	–	–	﹤0.01%	251
2020 Q4	$2K	Hold	24	–	–	﹤0.01%	241
2020 Q3	$2K	Hold	24	–	–	﹤0.01%	233
2020 Q2	$1K	Hold	24	–	–	﹤0.01%	251
2020 Q1	$1K	Hold	24	–	–	﹤0.01%	277
2019 Q4	$1K	Hold	24	–	–	﹤0.01%	277
2019 Q3	$1K	Hold	24	–	–	﹤0.01%	263
2019 Q2	$1K	Hold	24	–	–	﹤0.01%	276
2019 Q1	$1K	Buy	+24	New	+$1.1K	﹤0.01%	254
2015 Q2	–	Sell	-180	Closed	-$5K	–	235
2015 Q1	$5K	Buy	+180	New	+$4.75K	﹤0.01%	154

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lowe Wealth Advisors's NEE Position: Q3 2025 in Review

Lowe Wealth Advisors held its NextEra Energy (NEE) position steady in Q3 2025 at 293 shares worth $22.1K. The position accounts for 0.01% of the portfolio, ranked #197.

Lowe Wealth Advisors first reported a position in NEE in Q1 2015 and has held it in 17 quarters since. 2,753 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

Lowe Wealth Advisors held 293 shares of NextEra Energy worth $22.1K as of Q3 2025.
Lowe Wealth Advisors left its NextEra Energy share count unchanged in Q3 2025.
NextEra Energy made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #197 holding.
Lowe Wealth Advisors first reported a position in NextEra Energy in Q1 2015 and has held it in 17 quarters since.
2,753 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.