PFG Private Wealth Management’s NextEra Energy NEE Stock Holding History

PFG Private 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 Q2	–	Sell	-143	Closed	-$10.1K	–	178
2025 Q1	$10.1K	Buy	+143	New	+$10.1K	0.01%	151
2023 Q3	–	Sell	-400	Closed	-$29.7K	–	316
2023 Q2	$29.7K	Hold	400	–	–	0.02%	165
2023 Q1	$30.8K	Hold	400	–	–	0.02%	164
2022 Q4	$33K	Hold	400	–	–	0.02%	156
2022 Q3	$31K	Hold	400	–	–	0.02%	153
2022 Q2	$31K	Hold	400	–	–	0.02%	169
2022 Q1	$34K	Sell	400 -5	-1%	-$401	0.02%	163
2021 Q4	$38K	Buy	405 +5	+1%	+$432	0.02%	165
2021 Q3	$31K	Buy	+400	New	+$32.3K	0.02%	160

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

Norges Bank Oslo, Norway $935B AUM

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

PFG Private Wealth Management's NEE Position: Q2 2025 in Review

PFG Private Wealth Management sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 143 shares — an estimated $10.1K sold.

PFG Private Wealth Management first reported a position in NEE in Q3 2021 and held it in 9 quarters. The position peaked at $38K in Q4 2021. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

PFG Private Wealth Management reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 143 NextEra Energy shares in Q2 2025, an estimated $10.1K.
PFG Private Wealth Management first reported a position in NextEra Energy in Q3 2021 and held it in 9 quarters.
PFG Private Wealth Management's NextEra Energy position peaked at $38K in Q4 2021.
2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.