Puff Wealth Management’s NextEra Energy NEE Stock Holding History

Puff 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	–	Sell	-7,400	Closed	-$514K	–	96
2025 Q2	$514K	Buy	+7,400	New	+$514K	0.37%	61

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

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

Puff Wealth Management sold out of NextEra Energy (NEE) in Q3 2025, closing a stake of 370 shares — an estimated $25.7K sold.

Puff Wealth Management first reported a position in NEE in Q2 2025 and held it in 1 quarter. The position peaked at $25.7K in Q2 2025. 2,749 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

Puff Wealth Management reported no remaining NextEra Energy position as of Q3 2025 after selling out during the quarter.
Puff Wealth Management sold 370 NextEra Energy shares in Q3 2025, an estimated $25.7K.
Puff Wealth Management first reported a position in NextEra Energy in Q2 2025 and held it in 1 quarter.
Puff Wealth Management's NextEra Energy position peaked at $25.7K in Q2 2025.
2,749 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Puff Wealth Management's 13F filing for Q3 2025, filed 6 Oct 2025.