My Legacy Advisors’s NextEra Energy NEE Stock Holding History

My Legacy Advisors’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	$1.09M	Buy	14,667 +742	+5%	+$51.5K	0.39%	72
2025 Q1	$987K	Sell	13,925 -42	-0.3%	-$2.96K	0.38%	77
2024 Q4	$968K	Buy	13,967 +533	+4%	+$41.4K	0.38%	74
2024 Q3	$1.14M	Sell	13,434 -2,436	-15%	-$190K	0.45%	60
2024 Q2	$1.12M	Buy	15,870 +718	+5%	+$50.9K	0.36%	74
2024 Q1	$968K	Buy	15,152 +370	+3%	+$21.7K	0.32%	86
2023 Q4	$898K	Buy	14,782 +3,044	+26%	+$173K	0.32%	93
2023 Q3	$615K	Buy	11,738 +524	+5%	+$36.3K	0.25%	121
2023 Q2	$827K	Sell	11,214 -286	-2%	-$21.7K	0.32%	90
2023 Q1	$902K	Buy	11,500 +348	+3%	+$26.8K	0.39%	82
2022 Q4	$833K	Buy	11,152 +633	+6%	+$51.1K	0.36%	98
2022 Q3	$755K	Buy	10,519 +677	+7%	+$57.4K	0.38%	87
2022 Q2	$794K	Buy	9,842 +542	+6%	+$41.3K	0.4%	82
2022 Q1	$788K	Buy	+9,300	New	+$745K	0.37%	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

My Legacy Advisors's NEE Position: Q2 2025 in Review

My Legacy Advisors increased its NextEra Energy (NEE) stake by 5.3% in Q2 2025, buying an estimated $51.5K and bringing the position to 14,667 shares worth $1.09M. The position accounts for 0.39% of the portfolio, ranked #72.

My Legacy Advisors first reported a position in NEE in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.14M in Q3 2024. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

My Legacy Advisors held 14,667 shares of NextEra Energy worth $1.09M as of Q2 2025.
My Legacy Advisors bought 742 NextEra Energy shares in Q2 2025, an estimated $51.5K.
NextEra Energy made up 0.39% of My Legacy Advisors's portfolio in Q2 2025, its #72 holding.
My Legacy Advisors first reported a position in NextEra Energy in Q1 2022 and has held it in 14 quarters since.
My Legacy Advisors's NextEra Energy position peaked at $1.14M in Q3 2024.
2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.