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Mid-American Wealth Advisory Group’s NextEra Energy NEE Stock Holding History

Mid-American Wealth Advisory 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
Q3 		– Sell
-60
Closed -$4.17K – 214
2025
Q2 		$4.17K Buy
+60
New +$4.17K ﹤0.01% 238

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mid-American Wealth Advisory Group's NEE Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of NextEra Energy (NEE) in Q3 2025, closing a stake of 60 shares — an estimated $4.17K sold.

Mid-American Wealth Advisory Group first reported a position in NEE in Q2 2025 and held it in 1 quarter. The position peaked at $4.17K in Q2 2025. 2,755 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining NextEra Energy position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 60 NextEra Energy shares in Q3 2025, an estimated $4.17K.
  • Mid-American Wealth Advisory Group first reported a position in NextEra Energy in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's NextEra Energy position peaked at $4.17K in Q2 2025.
  • 2,755 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.