Rappaport Reiches Capital Management’s NextEra Energy NEE Stock Holding History

Rappaport Reiches Capital 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 Q1	$380K	Buy	5,365 +286	+6%	+$20.2K	0.1%	75
2024 Q4	$364K	Sell	5,079 -139	-3%	-$10.8K	0.09%	71
2024 Q3	$441K	Buy	5,218 +10	+0.2%	+$780	0.12%	66
2024 Q2	$369K	Buy	5,208 +923	+22%	+$65.5K	0.11%	69
2024 Q1	$274K	Buy	4,285 +311	+8%	+$18.2K	0.09%	83
2023 Q4	$241K	Buy	3,974 +81	+2%	+$4.62K	0.09%	71
2023 Q3	$223K	Hold	3,893	–	–	0.09%	67
2023 Q2	$289K	Hold	3,893	–	–	0.12%	62
2023 Q1	$300K	Hold	3,893	–	–	0.13%	60
2022 Q4	$325K	Hold	3,893	–	–	0.16%	54
2022 Q3	$305K	Sell	3,893 -14	-0.4%	-$1.19K	0.16%	55
2022 Q2	$303K	Buy	3,907 +749	+24%	+$57K	0.15%	55
2022 Q1	$268K	Buy	3,158 +266	+9%	+$21.3K	0.14%	67
2021 Q4	$270K	Hold	2,892	–	–	0.23%	50
2021 Q3	$227K	Sell	2,892 -152	-5%	-$12.3K	0.22%	52
2021 Q2	$223K	Buy	+3,044	New	+$228K	0.23%	51

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

Rappaport Reiches Capital Management's NEE Position: Q1 2025 in Review

Rappaport Reiches Capital Management increased its NextEra Energy (NEE) stake by 5.6% in Q1 2025, buying an estimated $20.2K and bringing the position to 5,365 shares worth $380K. The position accounts for 0.1% of the portfolio, ranked #75.

Rappaport Reiches Capital Management first reported a position in NEE in Q2 2021 and has held it in 16 quarters since. The position peaked at $441K in Q3 2024. 2,733 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

Rappaport Reiches Capital Management held 5,365 shares of NextEra Energy worth $380K as of Q1 2025.
Rappaport Reiches Capital Management bought 286 NextEra Energy shares in Q1 2025, an estimated $20.2K.
NextEra Energy made up 0.1% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #75 holding.
Rappaport Reiches Capital Management first reported a position in NextEra Energy in Q2 2021 and has held it in 16 quarters since.
Rappaport Reiches Capital Management's NextEra Energy position peaked at $441K in Q3 2024.
2,733 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.