NBW Capital’s NextEra Energy NEE Stock Holding History

NBW 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 Q2	$235K	Buy	+3,382	New	+$235K	0.05%	91
2024 Q4	–	Sell	-3,236	Closed	-$274K	–	100
2024 Q3	$274K	Buy	3,236 +343	+12%	+$26.8K	0.05%	85
2024 Q2	$205K	Sell	2,893 -1,089	-27%	-$77.3K	0.04%	98
2024 Q1	$254K	Sell	3,982 -89	-2%	-$5.21K	0.05%	90
2023 Q4	$247K	Buy	+4,071	New	+$232K	0.05%	89

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

NBW Capital's NEE Position: Q2 2025 in Review

NBW Capital opened a new position in NextEra Energy (NEE) in Q2 2025: 3,382 shares worth $235K. The stake represents 0.05% of the portfolio and ranks #91 among its holdings. This is a return to the name: NBW Capital previously reported a position in NEE as recently as Q3 2024.

NBW Capital first reported a position in NEE in Q4 2023 and has held it in 5 quarters since. The position peaked at $274K in Q3 2024. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

NBW Capital held 3,382 shares of NextEra Energy worth $235K as of Q2 2025.
NextEra Energy was a new NBW Capital position in Q2 2025.
NextEra Energy made up 0.05% of NBW Capital's portfolio in Q2 2025, its #91 holding.
NBW Capital first reported a position in NextEra Energy in Q4 2023 and has held it in 5 quarters since.
NBW Capital's NextEra Energy position peaked at $274K in Q3 2024.
2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on NBW Capital's 13F filing for Q2 2025, filed 13 Aug 2025.