Menard Financial Group’s NextEra Energy NEE Stock Holding History

Menard Financial Group’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	-30	Closed	-$2.15K	–	237
2024 Q4	$2.15K	Buy	+30	New	+$2.33K	﹤0.01%	279
2023 Q3	–	Sell	-3,751	Closed	-$278K	–	79
2023 Q2	$278K	Sell	3,751 -647	-15%	-$49K	0.57%	40
2023 Q1	$339K	Sell	4,398 -582	-12%	-$44.8K	0.78%	36
2022 Q4	$416K	Buy	4,980 +590	+13%	+$47.7K	0.99%	26
2022 Q3	$344K	Sell	4,390 -764	-15%	-$64.8K	0.62%	50
2022 Q2	$399K	Sell	5,154 -524	-9%	-$39.9K	0.65%	44
2022 Q1	$481K	Buy	5,678 +131	+2%	+$10.5K	0.47%	65
2021 Q4	$518K	Buy	5,547 +517	+10%	+$44.7K	0.42%	64
2021 Q3	$395K	Buy	5,030 +30	+0.6%	+$2.42K	0.35%	90
2021 Q2	$366K	Buy	5,000 +1,275	+34%	+$95.7K	0.35%	91
2021 Q1	$282K	Hold	3,725	–	–	0.3%	106
2020 Q4	$287K	Buy	+3,725	New	+$279K	0.31%	100

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

Menard Financial Group's NEE Position: Q1 2025 in Review

Menard Financial Group sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 30 shares — an estimated $2.15K sold.

Menard Financial Group first reported a position in NEE in Q4 2020 and held it in 12 quarters. The position peaked at $518K in Q4 2021. 2,734 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

Menard Financial Group reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
Menard Financial Group sold 30 NextEra Energy shares in Q1 2025, an estimated $2.15K.
Menard Financial Group first reported a position in NextEra Energy in Q4 2020 and held it in 12 quarters.
Menard Financial Group's NextEra Energy position peaked at $518K in Q4 2021.
2,734 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Menard Financial Group's 13F filing for Q1 2025, filed 8 May 2025.