PBMares Wealth Management’s NextEra Energy NEE Stock Holding History

PBMares 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	$304K	Hold	4,032	–	–	0.05%	150
2025 Q2	$280K	Buy	4,032 +449	+13%	+$31.2K	0.05%	153
2025 Q1	$254K	Sell	3,583 -63	-2%	-$4.45K	0.05%	167
2024 Q4	$261K	Sell	3,646 -24	-0.7%	-$1.86K	0.05%	166
2024 Q3	$310K	Buy	3,670 +95	+3%	+$7.41K	0.06%	145
2024 Q2	$253K	Sell	3,575 -492	-12%	-$34.9K	0.06%	159
2024 Q1	$260K	Buy	+4,067	New	+$238K	0.07%	154
2023 Q3	–	Sell	-3,080	Closed	-$229K	–	168
2023 Q2	$229K	Hold	3,080	–	–	0.08%	154
2023 Q1	$237K	Hold	3,080	–	–	0.09%	154
2022 Q4	$257K	Sell	3,080 -814	-21%	-$65.8K	0.1%	136
2022 Q3	$305K	Buy	3,894 +85	+2%	+$7.21K	0.13%	124
2022 Q2	$295K	Hold	3,809	–	–	0.13%	121
2022 Q1	$323K	Hold	3,809	–	–	0.2%	111
2021 Q4	$356K	Sell	3,809 -33	-0.9%	-$2.85K	0.15%	115
2021 Q3	$302K	Hold	3,842	–	–	0.14%	120
2021 Q2	$282K	Hold	3,842	–	–	0.15%	121
2021 Q1	$290K	Buy	3,842 +814	+27%	+$63.5K	0.24%	115
2020 Q4	$234K	Hold	3,028	–	–	0.27%	112
2020 Q3	$210K	Sell	3,028 -956	-24%	-$66K	0.31%	99
2020 Q2	$239K	Hold	3,984	–	–	0.36%	91
2020 Q1	$240K	Sell	3,984 -736	-16%	-$46.3K	0.38%	85
2019 Q4	$286K	Buy	+4,720	New	+$276K	0.34%	87

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

PBMares Wealth Management held its NextEra Energy (NEE) position steady in Q3 2025 at 4,032 shares worth $304K. The position accounts for 0.05% of the portfolio, ranked #150.

PBMares Wealth Management first reported a position in NEE in Q4 2019 and has held it in 22 quarters since. The position peaked at $356K in Q4 2021. 2,749 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

PBMares Wealth Management held 4,032 shares of NextEra Energy worth $304K as of Q3 2025.
PBMares Wealth Management left its NextEra Energy share count unchanged in Q3 2025.
NextEra Energy made up 0.05% of PBMares Wealth Management's portfolio in Q3 2025, its #150 holding.
PBMares Wealth Management first reported a position in NextEra Energy in Q4 2019 and has held it in 22 quarters since.
PBMares Wealth Management's NextEra Energy position peaked at $356K in Q4 2021.
2,749 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.