Philip James Wealth Mangement’s NextEra Energy NEE Stock Holding History

Philip James Wealth Mangement’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	-7,140	Closed	-$512K	–	181
2024 Q4	$512K	Sell	7,140 -6,003	-46%	-$466K	0.07%	107
2024 Q3	$1.11M	Buy	13,143 +772	+6%	+$60.2K	0.14%	74
2024 Q2	$876K	Sell	12,371 -303	-2%	-$21.5K	0.58%	25
2024 Q1	$810K	Sell	12,674 -249	-2%	-$14.6K	0.57%	27
2023 Q4	$785K	Buy	+12,923	New	+$736K	0.61%	26

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

Philip James Wealth Mangement's NEE Position: Q1 2025 in Review

Philip James Wealth Mangement sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 7,140 shares — an estimated $512K sold.

Philip James Wealth Mangement first reported a position in NEE in Q4 2023 and held it in 5 quarters. The position peaked at $1.11M in Q3 2024. 2,733 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

Philip James Wealth Mangement reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
Philip James Wealth Mangement sold 7,140 NextEra Energy shares in Q1 2025, an estimated $512K.
Philip James Wealth Mangement first reported a position in NextEra Energy in Q4 2023 and held it in 5 quarters.
Philip James Wealth Mangement's NextEra Energy position peaked at $1.11M in Q3 2024.
2,733 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Philip James Wealth Mangement's 13F filing for Q1 2025, filed 24 Apr 2025.