Northeast Financial Consultants’s NextEra Energy NEE Stock Holding History

Northeast Financial Consultants’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	$243K	Buy	3,498 +600	+21%	+$41.7K	0.01%	270
2025 Q1	$205K	Hold	2,898	–	–	0.01%	271
2024 Q4	$208K	Hold	2,898	–	–	0.01%	276
2024 Q3	$245K	Buy	+2,898	New	+$226K	0.01%	254
2023 Q2	–	Sell	-3,588	Closed	-$277K	–	316
2023 Q1	$277K	Buy	3,588 +13	+0.4%	+$1K	0.02%	254
2022 Q4	$299K	Buy	3,575 +10	+0.3%	+$808	0.02%	243
2022 Q3	$280K	Buy	3,565 +513	+17%	+$43.5K	0.02%	269
2022 Q2	$236K	Sell	3,052 -461	-13%	-$35.1K	0.02%	291
2022 Q1	$298K	Buy	+3,513	New	+$282K	0.02%	306

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

Northeast Financial Consultants's NEE Position: Q2 2025 in Review

Northeast Financial Consultants increased its NextEra Energy (NEE) stake by 21% in Q2 2025, buying an estimated $41.7K and bringing the position to 3,498 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #270.

Northeast Financial Consultants first reported a position in NEE in Q1 2022 and has held it in 9 quarters since. The position peaked at $299K in Q4 2022. 2,703 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

Northeast Financial Consultants held 3,498 shares of NextEra Energy worth $243K as of Q2 2025.
Northeast Financial Consultants bought 600 NextEra Energy shares in Q2 2025, an estimated $41.7K.
NextEra Energy made up 0.01% of Northeast Financial Consultants's portfolio in Q2 2025, its #270 holding.
Northeast Financial Consultants first reported a position in NextEra Energy in Q1 2022 and has held it in 9 quarters since.
Northeast Financial Consultants's NextEra Energy position peaked at $299K in Q4 2022.
2,703 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.