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Orion Portfolio Solutions’s NextEra Energy NEE Stock Holding History

Orion Portfolio Solutions’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 		$8.33M Buy
117,476
+15,569
+15% +$1.1M 0.08% 239
2024
Q4 		$7.31M Sell
101,907
-8,622
-8% -$670K 0.07% 247
2024
Q3 		$9.34M Sell
110,529
-9,161
-8% -$715K 0.09% 212
2024
Q2 		$8.48M Buy
119,690
+4,559
+4% +$323K 0.09% 220
2024
Q1 		$7.36M Buy
115,131
+29,189
+34% +$1.71M 0.08% 250
2023
Q4 		$5.41M Sell
85,942
-26,708
-24% -$1.52M 0.06% 294
2023
Q3 		$6.45M Buy
112,650
+19,773
+21% +$1.37M 0.08% 243
2023
Q2 		$6.89M Buy
92,877
+4,874
+6% +$369K 0.07% 257
2023
Q1 		$6.78M Buy
88,003
+73,346
+500% +$5.64M 0.08% 213
2022
Q4 		$1.23M Buy
14,657
+1,917
+15% +$155K 0.04% 265
2022
Q3 		$999K Buy
12,740
+1,986
+18% +$168K 0.04% 265
2022
Q2 		$833K Sell
10,754
-635
-6% -$48.3K 0.03% 283
2022
Q1 		$965K Sell
11,389
-772
-6% -$61.9K 0.03% 269
2021
Q4 		$1.14M Buy
12,161
+507
+4% +$43.8K 0.04% 248
2021
Q3 		$915K Buy
11,654
+2,056
+21% +$166K 0.03% 266
2021
Q2 		$703K Buy
9,598
+231
+2% +$17.3K 0.03% 290
2021
Q1 		$708K Buy
9,367
+206
+2% +$16.1K 0.03% 253
2020
Q4 		$707K Sell
9,161
-363
-4% -$27.2K 0.03% 240
2020
Q3 		$661K Buy
9,524
+1,616
+20% +$112K 0.03% 225
2020
Q2 		$475K Buy
7,908
+308
+4% +$18.4K 0.03% 247
2020
Q1 		$457K Sell
7,600
-9,688
-56% -$609K 0.03% 211
2019
Q4 		$1.05M Buy
+17,288
New +$1.01M 0.08% 128

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Orion Portfolio Solutions's NEE Position: Q1 2025 in Review

Orion Portfolio Solutions increased its NextEra Energy (NEE) stake by 15% in Q1 2025, buying an estimated $1.1M and bringing the position to 117,476 shares worth $8.33M. The position accounts for 0.08% of the portfolio, ranked #239.

Orion Portfolio Solutions first reported a position in NEE in Q4 2019 and has held it in 22 quarters since. The position peaked at $9.34M in Q3 2024. 2,733 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

  • Orion Portfolio Solutions held 117,476 shares of NextEra Energy worth $8.33M as of Q1 2025.
  • Orion Portfolio Solutions bought 15,569 NextEra Energy shares in Q1 2025, an estimated $1.1M.
  • NextEra Energy made up 0.08% of Orion Portfolio Solutions's portfolio in Q1 2025, its #239 holding.
  • Orion Portfolio Solutions first reported a position in NextEra Energy in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's NextEra Energy position peaked at $9.34M in Q3 2024.
  • 2,733 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.