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Payden & Rygel’s NextEra Energy NEE Stock Holding History

Payden & Rygel’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
-179,100
Closed -$12.7M – 128
2025
Q1 		$12.7M Sell
179,100
-186,300
-51% -$13.1M 1.09% 44
2024
Q4 		$26.2M Hold
365,400
– – 2.26% 5
2024
Q3 		$30.9M Buy
365,400
+1,800
+0.5% +$140K 2.38% 5
2024
Q2 		$25.7M Buy
363,600
+133,900
+58% +$9.5M 2.08% 8
2024
Q1 		$14.7M Buy
229,700
+96,500
+72% +$5.65M 0.69% 55
2023
Q4 		$8.09M Sell
133,200
-87,200
-40% -$4.97M 0.56% 75
2023
Q3 		$12.6M Sell
220,400
-54,800
-20% -$3.79M 0.86% 53
2023
Q2 		$20.4M Sell
275,200
-236,100
-46% -$17.9M 1.44% 22
2023
Q1 		$39.4M Buy
511,300
+8,700
+2% +$669K 2.33% 3
2022
Q4 		$42M Buy
502,600
+12,300
+3% +$994K 2.24% 6
2022
Q3 		$38.4M Buy
490,300
+6,500
+1% +$551K 2.25% 4
2022
Q2 		$37.5M Buy
483,800
+82,200
+20% +$6.26M 2.25% 7
2022
Q1 		$34M Buy
401,600
+1,000
+0.2% +$80.1K 1.72% 20
2021
Q4 		$37.4M Sell
400,600
-10,600
-3% -$916K 1.73% 16
2021
Q3 		$32.3M Sell
411,200
-1,300
-0.3% -$105K 1.68% 17
2021
Q2 		$30.2M Buy
412,500
+114,000
+38% +$8.56M 1.44% 22
2021
Q1 		$22.6M Buy
+298,500
New +$23.3M 1.05% 51
2015
Q3 		– Sell
-1,120
Closed -$27K – 163
2015
Q2 		$27K Hold
1,120
– – ﹤0.01% 131
2015
Q1 		$29K Hold
1,120
– – ﹤0.01% 137
2014
Q4 		$30K Hold
1,120
– – 0.01% 132
2014
Q3 		$26K Hold
1,120
– – 0.01% 139
2014
Q2 		$29K Hold
1,120
– – 0.01% 141
2014
Q1 		$27K Buy
1,120
+720
+180% +$16.3K 0.01% 135
2013
Q4 		$9K Hold
400
– – ﹤0.01% 193
2013
Q3 		$8K Hold
400
– – ﹤0.01% 183
2013
Q2 		$8K Buy
+400
New +$7.94K ﹤0.01% 178

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Payden & Rygel's NEE Position: Q2 2025 in Review

Payden & Rygel sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 179,100 shares — an estimated $12.7M sold.

Payden & Rygel first reported a position in NEE in Q2 2013 and held it in 26 quarters. The position peaked at $42M in Q4 2022. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

  • Payden & Rygel reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
  • Payden & Rygel sold 179,100 NextEra Energy shares in Q2 2025, an estimated $12.7M.
  • Payden & Rygel first reported a position in NextEra Energy in Q2 2013 and held it in 26 quarters.
  • Payden & Rygel's NextEra Energy position peaked at $42M in Q4 2022.
  • 2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Payden & Rygel's 13F filing for Q2 2025, filed 7 Aug 2025.