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PSI Advisors’s NextEra Energy NEE Stock Holding History

PSI Advisors’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
-1,276
Closed -$90.5K – 468
2025
Q1 		$90.5K Sell
1,276
-234
-15% -$16.5K 0.03% 178
2024
Q4 		$108K Buy
1,510
+2
+0.1% +$155 0.03% 177
2024
Q3 		$127K Buy
1,508
+1
+0.1% +$78 0.04% 165
2024
Q2 		$107K Buy
1,507
+2
+0.1% +$142 0.03% 172
2024
Q1 		$96.2K Buy
1,505
+2
+0.1% +$117 0.03% 183
2023
Q4 		$91.3K Buy
1,503
+2
+0.1% +$114 0.03% 194
2023
Q3 		$86K Buy
1,501
+2
+0.1% +$138 0.04% 189
2023
Q2 		$111K Sell
1,499
-774
-34% -$58.6K 0.05% 159
2023
Q1 		$175K Buy
2,273
+3
+0.1% +$231 0.08% 125
2022
Q4 		$190K Buy
2,270
+2
+0.1% +$162 0.1% 109
2022
Q3 		$178K Sell
2,268
-238
-9% -$20.2K 0.09% 116
2022
Q2 		$194K Buy
2,506
+3
+0.1% +$228 0.1% 125
2022
Q1 		$212K Buy
2,503
+2
+0.1% +$160 0.09% 137
2021
Q4 		$233K Buy
2,501
+572
+30% +$49.4K 0.09% 137
2021
Q3 		$151K Buy
+1,929
New +$156K 0.07% 159
2020
Q1 		– Sell
-2,332
Closed -$141K – 407
2019
Q4 		$141K Buy
+2,332
New +$136K 0.09% 154

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

PSI Advisors's NEE Position: Q2 2025 in Review

PSI Advisors sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 1,276 shares — an estimated $90.5K sold.

PSI Advisors first reported a position in NEE in Q4 2019 and held it in 16 quarters. The position peaked at $233K in Q4 2021. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

  • PSI Advisors reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 1,276 NextEra Energy shares in Q2 2025, an estimated $90.5K.
  • PSI Advisors first reported a position in NextEra Energy in Q4 2019 and held it in 16 quarters.
  • PSI Advisors's NextEra Energy position peaked at $233K in Q4 2021.
  • 2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.