Shepherd Wealth Management’s NextEra Energy NEE Stock Holding History

Shepherd Wealth Management’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	-6,678	Closed	-$479K	–	40
2024 Q4	$479K	Buy	+6,678	New	+$519K	0.47%	33

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

Shepherd Wealth Management's NEE Position: Q1 2025 in Review

Shepherd Wealth Management sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 6,678 shares — an estimated $479K sold.

Shepherd Wealth Management first reported a position in NEE in Q4 2024 and held it in 1 quarter. The position peaked at $479K in Q4 2024. 2,733 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

Shepherd Wealth Management reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
Shepherd Wealth Management sold 6,678 NextEra Energy shares in Q1 2025, an estimated $479K.
Shepherd Wealth Management first reported a position in NextEra Energy in Q4 2024 and held it in 1 quarter.
Shepherd Wealth Management's NextEra Energy position peaked at $479K in Q4 2024.
2,733 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Shepherd Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.