SFM LLC’s NextEra Energy NEE Stock Holding History

SFM LLC’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	-9,599	Closed	-$680K	–	59
2025 Q1	$680K	Buy	9,599 +773	+9%	+$54.6K	0.5%	43
2024 Q4	$633K	Buy	8,826 +35	+0.4%	+$2.72K	0.45%	44
2024 Q3	$743K	Sell	8,791 -126	-1%	-$9.83K	0.56%	37
2024 Q2	$631K	Buy	8,917 +87	+1%	+$6.17K	0.48%	40
2024 Q1	$564K	Buy	8,830 +224	+3%	+$13.1K	0.43%	39
2023 Q4	$523K	Buy	+8,606	New	+$490K	0.43%	42

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

SFM LLC's NEE Position: Q2 2025 in Review

SFM LLC sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 9,599 shares — an estimated $680K sold.

SFM LLC first reported a position in NEE in Q4 2023 and held it in 6 quarters. The position peaked at $743K in Q3 2024. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

SFM LLC reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
SFM LLC sold 9,599 NextEra Energy shares in Q2 2025, an estimated $680K.
SFM LLC first reported a position in NextEra Energy in Q4 2023 and held it in 6 quarters.
SFM LLC's NextEra Energy position peaked at $743K in Q3 2024.
2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on SFM LLC's 13F filing for Q2 2025, filed 17 Jul 2025.