Schechter Investment Advisors’s NextEra Energy NEE Stock Holding History

Schechter Investment Advisors’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	$1.6M	Sell	22,534 -3,121	-12%	-$220K	0.13%	152
2024 Q4	$1.84M	Buy	25,655 +4,571	+22%	+$355K	0.14%	138
2024 Q3	$1.78M	Buy	21,084 +858	+4%	+$67K	0.13%	151
2024 Q2	$1.43M	Buy	20,226 +509	+3%	+$36.1K	0.11%	179
2024 Q1	$1.26M	Buy	19,717 +1,942	+11%	+$114K	0.09%	199
2023 Q4	$1.08M	Buy	17,775 +810	+5%	+$46.2K	0.09%	216
2023 Q3	$972K	Sell	16,965 -5,034	-23%	-$348K	0.09%	227
2023 Q2	$1.63M	Buy	21,999 +335	+2%	+$25.4K	0.15%	147
2023 Q1	$1.67M	Sell	21,664 -6,620	-23%	-$509K	0.15%	147
2022 Q4	$2.36M	Buy	28,284 +3,433	+14%	+$277K	0.22%	92
2022 Q3	$1.95M	Sell	24,851 -3,413	-12%	-$290K	0.19%	100
2022 Q2	$2.19M	Sell	28,264 -2,417	-8%	-$184K	0.21%	86
2022 Q1	$2.6M	Sell	30,681 -288	-0.9%	-$23.1K	0.24%	68
2021 Q4	$2.89M	Buy	+30,969	New	+$2.68M	0.26%	66

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

Schechter Investment Advisors's NEE Position: Q1 2025 in Review

Schechter Investment Advisors reduced its NextEra Energy (NEE) stake by 12% in Q1 2025, selling an estimated $220K and leaving 22,534 shares worth $1.6M. The position accounts for 0.13% of the portfolio, ranked #152.

Schechter Investment Advisors first reported a position in NEE in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.89M in Q4 2021. 2,733 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

Schechter Investment Advisors held 22,534 shares of NextEra Energy worth $1.6M as of Q1 2025.
Schechter Investment Advisors sold 3,121 NextEra Energy shares in Q1 2025, an estimated $220K.
NextEra Energy made up 0.13% of Schechter Investment Advisors's portfolio in Q1 2025, its #152 holding.
Schechter Investment Advisors first reported a position in NextEra Energy in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's NextEra Energy position peaked at $2.89M in Q4 2021.
2,733 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.