Semmax Financial Advisors’s NextEra Energy NEE Stock Holding History

Semmax Financial 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 Q2	$20.2K	Sell	279 -230	-45%	-$16K	0.01%	222
2025 Q1	$35.8K	Buy	509 +392	+335%	+$27.7K	0.01%	181
2024 Q4	$7.99K	Buy	117 +1	+0.9%	+$78	﹤0.01%	237
2024 Q3	$8.59K	Sell	116 -223	-66%	-$17.4K	﹤0.01%	227
2024 Q2	$26.5K	Buy	339 +225	+197%	+$16K	0.01%	179
2024 Q1	$8.52K	Buy	114 +1	+0.9%	+$59	﹤0.01%	217
2023 Q4	$6.26K	Buy	113 +1	+0.9%	+$57	﹤0.01%	245
2023 Q3	$6.12K	Buy	+112	New	+$7.75K	﹤0.01%	219
2022 Q4	$9K	Hold	110	–	–	﹤0.01%	178
2022 Q3	$8K	Buy	110 +1	+0.9%	+$85	﹤0.01%	170
2022 Q2	$10K	Sell	109 -258	-70%	-$19.6K	﹤0.01%	166
2022 Q1	$31K	Buy	367 +2	+0.5%	+$160	0.01%	148
2021 Q4	$34K	Buy	365 +2	+0.6%	+$173	0.01%	152
2021 Q3	$29K	Buy	363 +1	+0.3%	+$81	0.01%	150
2021 Q2	$26K	Buy	362 +109	+43%	+$8.18K	0.01%	150
2021 Q1	$19K	Buy	253 +229	+954%	+$17.9K	0.01%	173
2020 Q4	$2K	Sell	24 -68	-74%	-$5.09K	﹤0.01%	212
2020 Q3	$6K	Hold	92	–	–	﹤0.01%	166
2020 Q2	$6K	Hold	92	–	–	﹤0.01%	180
2020 Q1	$6K	Sell	92 -68	-43%	-$4.27K	﹤0.01%	179
2019 Q4	$10K	Sell	160 -48	-23%	-$2.8K	0.01%	177
2019 Q3	$12K	Buy	208 +48	+30%	+$2.6K	0.01%	165
2019 Q2	$8K	Sell	160 -11,192	-99%	-$551K	0.01%	199
2019 Q1	$549K	Sell	11,352 -5,344	-32%	-$244K	0.38%	76
2018 Q4	$726K	Buy	+16,696	New	+$730K	0.57%	40

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

Semmax Financial Advisors's NEE Position: Q2 2025 in Review

Semmax Financial Advisors reduced its NextEra Energy (NEE) stake by 45% in Q2 2025, selling an estimated $16K and leaving 279 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #222.

Semmax Financial Advisors first reported a position in NEE in Q4 2018 and has held it in 25 quarters since. The position peaked at $726K in Q4 2018. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

Semmax Financial Advisors held 279 shares of NextEra Energy worth $20.2K as of Q2 2025.
Semmax Financial Advisors sold 230 NextEra Energy shares in Q2 2025, an estimated $16K.
NextEra Energy made up 0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #222 holding.
Semmax Financial Advisors first reported a position in NextEra Energy in Q4 2018 and has held it in 25 quarters since.
Semmax Financial Advisors's NextEra Energy position peaked at $726K in Q4 2018.
2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.