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Marcum Wealth’s NextEra Energy NEE Stock Holding History

Marcum Wealth’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 		$587K Sell
8,274
-146
-2% -$10.3K 0.05% 176
2024
Q4 		$604K Sell
8,420
-689
-8% -$53.5K 0.05% 168
2024
Q3 		$770K Sell
9,109
-996
-10% -$77.7K 0.07% 139
2024
Q2 		$716K Buy
10,105
+424
+4% +$30.1K 0.07% 141
2024
Q1 		$619K Buy
9,681
+1,179
+14% +$69.1K 0.06% 159
2023
Q4 		$516K Sell
8,502
-2,399
-22% -$137K 0.06% 182
2023
Q3 		$625K Buy
10,901
+7
+0.1% +$485 0.08% 143
2023
Q2 		$808K Buy
10,894
+117
+1% +$8.86K 0.09% 112
2023
Q1 		$831K Buy
10,777
+379
+4% +$29.1K 0.1% 116
2022
Q4 		$869K Buy
10,398
+445
+4% +$35.9K 0.12% 104
2022
Q3 		$780K Buy
9,953
+826
+9% +$70.1K 0.12% 104
2022
Q2 		$707K Sell
9,127
-922
-9% -$70.2K 0.11% 119
2022
Q1 		$851K Sell
10,049
-387
-4% -$31K 0.12% 113
2021
Q4 		$974K Buy
10,436
+236
+2% +$20.4K 0.14% 104
2021
Q3 		$801K Sell
10,200
-10,177
-50% -$821K 0.13% 116
2021
Q2 		$1.49M Sell
20,377
-108
-0.5% -$8.11K 0.24% 51
2021
Q1 		$1.55M Buy
20,485
+15,572
+317% +$1.22M 0.26% 49
2020
Q4 		$379K Sell
4,913
-447
-8% -$33.4K 0.09% 83
2020
Q3 		$372K Sell
5,360
-984
-16% -$67.9K 0.11% 65
2020
Q2 		$381K Buy
6,344
+224
+4% +$13.4K 0.12% 72
2020
Q1 		$368K Buy
6,120
+92
+2% +$5.78K 0.14% 50
2019
Q4 		$365K Buy
+6,028
New +$352K 0.14% 71

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

Marcum Wealth's NEE Position: Q1 2025 in Review

Marcum Wealth reduced its NextEra Energy (NEE) stake by 1.7% in Q1 2025, selling an estimated $10.3K and leaving 8,274 shares worth $587K. The position accounts for 0.05% of the portfolio, ranked #176.

Marcum Wealth first reported a position in NEE in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.55M in Q1 2021. 2,734 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

  • Marcum Wealth held 8,274 shares of NextEra Energy worth $587K as of Q1 2025.
  • Marcum Wealth sold 146 NextEra Energy shares in Q1 2025, an estimated $10.3K.
  • NextEra Energy made up 0.05% of Marcum Wealth's portfolio in Q1 2025, its #176 holding.
  • Marcum Wealth first reported a position in NextEra Energy in Q4 2019 and has held it in 22 quarters since.
  • Marcum Wealth's NextEra Energy position peaked at $1.55M in Q1 2021.
  • 2,734 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.