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Paulson Wealth Management’s NextEra Energy NEE Stock Holding History

Paulson Wealth 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
Q3 		– Sell
-4,710
Closed -$327K – 140
2025
Q2 		$327K Hold
4,710
– – 0.08% 109
2025
Q1 		$334K Sell
4,710
-1,461
-24% -$103K 0.09% 100
2024
Q4 		$442K Sell
6,171
-87
-1% -$6.76K 0.12% 84
2024
Q3 		$529K Sell
6,258
-770
-11% -$60.1K 0.14% 75
2024
Q2 		$498K Sell
7,028
-1,484
-17% -$105K 0.15% 76
2024
Q1 		$544K Buy
+8,512
New +$499K 0.16% 70
2022
Q2 		– Sell
-2,379
Closed -$202K – 79
2022
Q1 		$202K Hold
2,379
– – 0.09% 84
2021
Q4 		$222K Buy
+2,379
New +$206K 0.1% 82
2021
Q1 		– Sell
-2,884
Closed -$223K – 89
2020
Q4 		$223K Sell
2,884
-76
-3% -$5.68K 0.13% 75
2020
Q3 		$205K Buy
+2,960
New +$204K 0.13% 83
2020
Q1 		– Sell
-3,276
Closed -$208K – 89
2019
Q4 		$208K Sell
3,276
-160
-5% -$9.34K 0.15% 93
2019
Q3 		$200K Buy
+3,436
New +$186K 0.15% 104
2019
Q2 		– Sell
-4,260
Closed -$206K – 110
2019
Q1 		$206K Sell
4,260
-292
-6% -$13.4K 0.16% 107
2018
Q4 		$202K Sell
4,552
-2,480
-35% -$108K 0.17% 108
2018
Q3 		$299K Sell
7,032
-52
-0.7% -$2.21K 0.27% 89
2018
Q2 		$296K Sell
7,084
-16
-0.2% -$646 0.29% 76
2018
Q1 		$290K Buy
7,100
+400
+6% +$15.4K 0.29% 81
2017
Q4 		$262K Buy
+6,700
New +$259K 0.23% 83

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Paulson Wealth Management's NEE Position: Q3 2025 in Review

Paulson Wealth Management sold out of NextEra Energy (NEE) in Q3 2025, closing a stake of 4,710 shares — an estimated $327K sold.

Paulson Wealth Management first reported a position in NEE in Q4 2017 and held it in 18 quarters. The position peaked at $544K in Q1 2024. 2,750 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

  • Paulson Wealth Management reported no remaining NextEra Energy position as of Q3 2025 after selling out during the quarter.
  • Paulson Wealth Management sold 4,710 NextEra Energy shares in Q3 2025, an estimated $327K.
  • Paulson Wealth Management first reported a position in NextEra Energy in Q4 2017 and held it in 18 quarters.
  • Paulson Wealth Management's NextEra Energy position peaked at $544K in Q1 2024.
  • 2,750 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Paulson Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.