PCA Investment Advisory Services’s NextEra Energy NEE Stock Holding History

PCA Investment Advisory Services’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	–	Sell	-5,820	Closed	-$417K	–	108
2024 Q4	$417K	Buy	5,820 +168	+3%	+$13.1K	0.19%	72
2024 Q3	$478K	Buy	5,652 +15	+0.3%	+$1.17K	0.23%	66
2024 Q2	$399K	Buy	5,637 +18	+0.3%	+$1.28K	0.21%	67
2024 Q1	$359K	Buy	5,619 +20	+0.4%	+$1.17K	0.2%	70
2023 Q4	$340K	Buy	5,599 +109	+2%	+$6.21K	0.22%	67
2023 Q3	$315K	Buy	5,490 +15	+0.3%	+$1.04K	0.22%	71
2023 Q2	$406K	Buy	5,475 +15	+0.3%	+$1.14K	0.24%	61
2023 Q1	$421K	Buy	+5,460	New	+$420K	0.3%	59

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

PCA Investment Advisory Services's NEE Position: Q1 2025 in Review

PCA Investment Advisory Services sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 5,820 shares — an estimated $417K sold.

PCA Investment Advisory Services first reported a position in NEE in Q1 2023 and held it in 8 quarters. The position peaked at $478K in Q3 2024. 2,733 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

PCA Investment Advisory Services reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
PCA Investment Advisory Services sold 5,820 NextEra Energy shares in Q1 2025, an estimated $417K.
PCA Investment Advisory Services first reported a position in NextEra Energy in Q1 2023 and held it in 8 quarters.
PCA Investment Advisory Services's NextEra Energy position peaked at $478K in Q3 2024.
2,733 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on PCA Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.