Safeguard Financial’s NextEra Energy NEE Stock Holding History

Safeguard Financial’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	-3,023	Closed	-$217K	–	115
2024 Q4	$217K	Buy	3,023 +168	+6%	+$13.1K	0.05%	109
2024 Q3	$241K	Sell	2,855 -1,097	-28%	-$85.6K	0.06%	107
2024 Q2	$280K	Buy	+3,952	New	+$280K	0.08%	84
2023 Q3	–	Sell	-700	Closed	-$51K	–	382
2023 Q2	$51K	Buy	+700	New	+$53K	0.02%	155

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

Safeguard Financial's NEE Position: Q1 2025 in Review

Safeguard Financial sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 3,023 shares — an estimated $217K sold.

Safeguard Financial first reported a position in NEE in Q2 2023 and held it in 4 quarters. The position peaked at $280K in Q2 2024. 2,733 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

Safeguard Financial reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
Safeguard Financial sold 3,023 NextEra Energy shares in Q1 2025, an estimated $217K.
Safeguard Financial first reported a position in NextEra Energy in Q2 2023 and held it in 4 quarters.
Safeguard Financial's NextEra Energy position peaked at $280K in Q2 2024.
2,733 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.