Lugano Financial Advisors SA (LFA)’s NextEra Energy NEE Stock Holding History

Lugano Financial Advisors SA (LFA)’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	-100	Closed	-$7.09K	–	254
2025 Q1	$7.09K	Hold	100	–	–	﹤0.01%	188
2024 Q4	$7.17K	Hold	100	–	–	﹤0.01%	190
2024 Q3	$8.45K	Buy	+100	New	+$7.8K	0.01%	178
2022 Q4	–	Sell	-760	Closed	-$60K	–	123
2022 Q3	$60K	Hold	760	–	–	0.05%	80
2022 Q2	$58K	Buy	+760	New	+$57.9K	0.04%	86
2020 Q2	–	Sell	-14,872	Closed	-$997K	–	128
2020 Q1	$997K	Sell	14,872 -528	-3%	-$33.2K	0.9%	24
2019 Q4	$932K	Buy	+15,400	New	+$899K	0.68%	28
2019 Q2	$211K	Hold	4,120	–	–	0.13%	67
2019 Q1	$199K	Buy	4,120 +120	+3%	+$5.49K	0.12%	71
2018 Q4	$168K	Hold	4,000	–	–	0.12%	92
2018 Q3	$168K	Buy	+4,000	New	+$170K	0.12%	92

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Lugano Financial Advisors SA (LFA)'s NEE Position: Q2 2025 in Review

Lugano Financial Advisors SA (LFA) sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 100 shares — an estimated $7.09K sold.

Lugano Financial Advisors SA (LFA) first reported a position in NEE in Q3 2018 and held it in 11 quarters. The position peaked at $997K in Q1 2020. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

Lugano Financial Advisors SA (LFA) reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 100 NextEra Energy shares in Q2 2025, an estimated $7.09K.
Lugano Financial Advisors SA (LFA) first reported a position in NextEra Energy in Q3 2018 and held it in 11 quarters.
Lugano Financial Advisors SA (LFA)'s NextEra Energy position peaked at $997K in Q1 2020.
2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2025, filed 7 Aug 2025.