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Smith Anglin Financial’s NextEra Energy NEE Stock Holding History

Smith Anglin Financial’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 		$217K Buy
3,123
+75
+2% +$5.21K 0.02% 194
2025
Q1 		$216K Buy
3,048
+103
+3% +$7.27K 0.02% 191
2024
Q4 		$211K Sell
2,945
-776
-21% -$60.3K 0.02% 198
2024
Q3 		$315K Buy
3,721
+277
+8% +$21.6K 0.03% 148
2024
Q2 		$244K Sell
3,444
-81
-2% -$5.75K 0.02% 154
2024
Q1 		$225K Sell
3,525
-83
-2% -$4.86K 0.02% 173
2023
Q4 		$219K Sell
3,608
-3,181
-47% -$181K 0.03% 160
2023
Q3 		$389K Buy
6,789
+19
+0.3% +$1.31K 0.05% 113
2023
Q2 		$502K Buy
6,770
+18
+0.3% +$1.36K 0.06% 93
2023
Q1 		$520K Buy
6,752
+185
+3% +$14.2K 0.08% 91
2022
Q4 		$549K Buy
6,567
+14
+0.2% +$1.13K 0.1% 77
2022
Q3 		$514K Buy
6,553
+14
+0.2% +$1.19K 0.11% 73
2022
Q2 		$506K Sell
6,539
-124
-2% -$9.44K 0.15% 69
2022
Q1 		$564K Buy
6,663
+155
+2% +$12.4K 0.13% 67
2021
Q4 		$608K Buy
6,508
+2,755
+73% +$238K 0.1% 79
2021
Q3 		$295K Buy
3,753
+7
+0.2% +$565 0.06% 111
2021
Q2 		$275K Buy
3,746
+1,021
+37% +$76.6K 0.05% 118
2021
Q1 		$206K Buy
2,725
+113
+4% +$8.82K 0.04% 131
2020
Q4 		$201K Buy
+2,612
New +$195K 0.04% 133

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Smith Anglin Financial's NEE Position: Q2 2025 in Review

Smith Anglin Financial increased its NextEra Energy (NEE) stake by 2.5% in Q2 2025, buying an estimated $5.21K and bringing the position to 3,123 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #194.

Smith Anglin Financial first reported a position in NEE in Q4 2020 and has held it in 19 quarters since. The position peaked at $608K in Q4 2021. 2,706 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

  • Smith Anglin Financial held 3,123 shares of NextEra Energy worth $217K as of Q2 2025.
  • Smith Anglin Financial bought 75 NextEra Energy shares in Q2 2025, an estimated $5.21K.
  • NextEra Energy made up 0.02% of Smith Anglin Financial's portfolio in Q2 2025, its #194 holding.
  • Smith Anglin Financial first reported a position in NextEra Energy in Q4 2020 and has held it in 19 quarters since.
  • Smith Anglin Financial's NextEra Energy position peaked at $608K in Q4 2021.
  • 2,706 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.