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MorganRosel Wealth Management’s NextEra Energy NEE Stock Holding History

MorganRosel Wealth Management’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
-4
Closed -$278 – 261
2025
Q2 		$278 Hold
4
– – ﹤0.01% 345
2025
Q1 		$284 Buy
+4
New +$282 ﹤0.01% 340

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

MorganRosel Wealth Management's NEE Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of NextEra Energy (NEE) in Q3 2025, closing a stake of 4 shares — an estimated $278 sold.

MorganRosel Wealth Management first reported a position in NEE in Q1 2025 and held it in 2 quarters. The position peaked at $284 in Q1 2025. 2,755 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining NextEra Energy position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 4 NextEra Energy shares in Q3 2025, an estimated $278.
  • MorganRosel Wealth Management first reported a position in NextEra Energy in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's NextEra Energy position peaked at $284 in Q1 2025.
  • 2,755 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.