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Spectrum Wealth Counsel’s NextEra Energy NEE Stock Holding History

Spectrum Wealth Counsel’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 		$113K Hold
1,600
– – 0.01% 149
2024
Q4 		$115K Hold
1,600
– – 0.01% 139
2024
Q3 		$135K Hold
1,600
– – 0.02% 133
2024
Q2 		$113K Sell
1,600
-121
-7% -$8.59K 0.01% 154
2024
Q1 		$110K Buy
1,721
+121
+8% +$7.09K 0.01% 163
2023
Q4 		$97.2K Buy
+1,600
New +$91.2K 0.01% 162

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Spectrum Wealth Counsel's NEE Position: Q1 2025 in Review

Spectrum Wealth Counsel held its NextEra Energy (NEE) position steady in Q1 2025 at 1,600 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #149.

Spectrum Wealth Counsel first reported a position in NEE in Q4 2023 and has held it in 6 quarters since. The position peaked at $135K in Q3 2024. 2,733 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

  • Spectrum Wealth Counsel held 1,600 shares of NextEra Energy worth $113K as of Q1 2025.
  • Spectrum Wealth Counsel left its NextEra Energy share count unchanged in Q1 2025.
  • NextEra Energy made up 0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #149 holding.
  • Spectrum Wealth Counsel first reported a position in NextEra Energy in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's NextEra Energy position peaked at $135K in Q3 2024.
  • 2,733 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.