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Seneca House Advisors’s NextEra Energy NEE Stock Holding History

Seneca House 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
2026
Q1 		$552K Sell
5,943
-26,087
-81% -$2.32M 0.22% 69
2025
Q4 		$2.57M Sell
32,030
-2,488
-7% -$206K 0.96% 30
2025
Q3 		$2.61M Sell
34,518
-33,233
-49% -$2.43M 1.05% 23
2025
Q2 		$4.7M Buy
67,751
+2,322
+4% +$161K 2% 16
2025
Q1 		$0 Buy
65,429
+2,800
+4% +$198K ﹤0.01% 90
2024
Q4 		$4.49M Buy
62,629
+6,380
+11% +$496K 1.78% 21
2024
Q3 		$4.75M Buy
56,249
+1,625
+3% +$127K 2% 21
2024
Q2 		$3.87M Sell
54,624
-49
-0.1% -$3.48K 1.68% 23
2024
Q1 		$3.49M Buy
54,673
+4,162
+8% +$244K 1.52% 24
2023
Q4 		$3.07M Buy
50,511
+1,502
+3% +$85.6K 1.42% 26
2023
Q3 		$2.42M Buy
49,009
+4,140
+9% +$287K 1.26% 27
2023
Q2 		$3.33M Buy
44,869
+539
+1% +$40.8K 1.66% 26
2023
Q1 		$3.42M Buy
44,330
+13,417
+43% +$1.03M 1.77% 25
2022
Q4 		$2.58M Buy
30,913
+12,554
+68% +$1.01M 1.43% 27
2022
Q3 		$1.44M Buy
18,359
+621
+4% +$52.7K 1.07% 31
2022
Q2 		$1.37M Buy
17,738
+2,477
+16% +$189K 0.9% 35
2022
Q1 		$1.29M Buy
15,261
+6,877
+82% +$551K 0.68% 41
2021
Q4 		$783K Buy
8,384
+1,729
+26% +$149K 0.41% 51
2021
Q3 		$523K Buy
6,655
+3,520
+112% +$284K 0.31% 56
2021
Q2 		$230K Buy
+3,135
New +$235K 0.15% 76

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return