Napatree Capital’s NextEra Energy NEE Stock Holding History

Napatree Capital’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	$402K	Buy	5,664 +960	+20%	+$67.8K	0.23%	122
2024 Q4	$337K	Buy	4,704 +2,125	+82%	+$165K	0.2%	131
2024 Q3	$218K	Buy	+2,579	New	+$201K	0.15%	148

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

Napatree Capital's NEE Position: Q1 2025 in Review

Napatree Capital increased its NextEra Energy (NEE) stake by 20% in Q1 2025, buying an estimated $67.8K and bringing the position to 5,664 shares worth $402K. The position accounts for 0.23% of the portfolio, ranked #122.

Napatree Capital first reported a position in NEE in Q3 2024 and has held it in 3 quarters since. 2,734 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

Napatree Capital held 5,664 shares of NextEra Energy worth $402K as of Q1 2025.
Napatree Capital bought 960 NextEra Energy shares in Q1 2025, an estimated $67.8K.
NextEra Energy made up 0.23% of Napatree Capital's portfolio in Q1 2025, its #122 holding.
Napatree Capital first reported a position in NextEra Energy in Q3 2024 and has held it in 3 quarters since.
2,734 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.