Richards, Merrill & Peterson’s NextEra Energy NEE Stock Holding History

Richards, Merrill & Peterson’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	-622	Closed	-$44.1K	–	376
2025 Q1	$44.1K	Buy	622 +83	+15%	+$5.86K	0.02%	260
2024 Q4	$38.6K	Buy	+539	New	+$41.9K	0.02%	264

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

Norges Bank Oslo, Norway $935B AUM

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

Richards, Merrill & Peterson's NEE Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 622 shares — an estimated $44.1K sold.

Richards, Merrill & Peterson first reported a position in NEE in Q4 2024 and held it in 2 quarters. The position peaked at $44.1K in Q1 2025. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

Richards, Merrill & Peterson reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
Richards, Merrill & Peterson sold 622 NextEra Energy shares in Q2 2025, an estimated $44.1K.
Richards, Merrill & Peterson first reported a position in NextEra Energy in Q4 2024 and held it in 2 quarters.
Richards, Merrill & Peterson's NextEra Energy position peaked at $44.1K in Q1 2025.
2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.