R Squared’s NextEra Energy NEE Stock Holding History

R Squared’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	-950	Closed	-$68.1K	–	1053
2024 Q4	$68.1K	Buy	+950	New	+$73.8K	0.07%	384

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

R Squared's NEE Position: Q1 2025 in Review

R Squared sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 950 shares — an estimated $68.1K sold.

R Squared first reported a position in NEE in Q4 2024 and held it in 1 quarter. The position peaked at $68.1K in Q4 2024. 2,733 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

R Squared reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
R Squared sold 950 NextEra Energy shares in Q1 2025, an estimated $68.1K.
R Squared first reported a position in NextEra Energy in Q4 2024 and held it in 1 quarter.
R Squared's NextEra Energy position peaked at $68.1K in Q4 2024.
2,733 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.