Neo Ivy Capital Management’s NextEra Energy NEE Stock Holding History

Neo Ivy Capital 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 Q2	–	Sell	-37,380	Closed	-$2.65M	–	433
2025 Q1	$2.65M	Sell	37,380 -14,505	-28%	-$1.02M	0.84%	25
2024 Q4	$3.72M	Buy	+51,885	New	+$4.03M	0.75%	36
2023 Q4	$40K	Buy	+659	New	+$37.6K	0.09%	193
2022 Q4	$725K	Buy	+8,670	New	+$700K	0.49%	58
2021 Q2	–	Sell	-1,265	Closed	-$96K	–	556
2021 Q1	$96K	Buy	+1,265	New	+$98.7K	0.11%	250
2019 Q2	–	Sell	-14,952	Closed	-$722K	–	367
2019 Q1	$722K	Buy	14,952 +2,016	+16%	+$92.2K	0.41%	110
2018 Q4	$562K	Buy	+12,936	New	+$566K	0.44%	97

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

Neo Ivy Capital Management's NEE Position: Q2 2025 in Review

Neo Ivy Capital Management sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 37,380 shares — an estimated $2.65M sold.

Neo Ivy Capital Management first reported a position in NEE in Q4 2018 and held it in 7 quarters. The position peaked at $3.72M in Q4 2024. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

Neo Ivy Capital Management reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
Neo Ivy Capital Management sold 37,380 NextEra Energy shares in Q2 2025, an estimated $2.65M.
Neo Ivy Capital Management first reported a position in NextEra Energy in Q4 2018 and held it in 7 quarters.
Neo Ivy Capital Management's NextEra Energy position peaked at $3.72M in Q4 2024.
2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Neo Ivy Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.