Strategic Planning Group’s NextEra Energy NEE Stock Holding History

Strategic Planning Group’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	-64,696	Closed	-$4.59M	–	82
2025 Q1	$4.59M	Buy	64,696 +13,544	+26%	+$956K	0.9%	38
2024 Q4	$3.67M	Buy	51,152 +2,459	+5%	+$191K	0.67%	51
2024 Q3	$4.12M	Buy	48,693 +2,437	+5%	+$190K	0.81%	41
2024 Q2	$3.28M	Buy	46,256 +4,148	+10%	+$294K	0.72%	51
2024 Q1	$2.69M	Buy	42,108 +7,893	+23%	+$462K	0.67%	47
2023 Q4	$2.08M	Buy	+34,215	New	+$1.95M	0.69%	56

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

Strategic Planning Group's NEE Position: Q2 2025 in Review

Strategic Planning Group sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 64,696 shares — an estimated $4.59M sold.

Strategic Planning Group first reported a position in NEE in Q4 2023 and held it in 6 quarters. The position peaked at $4.59M in Q1 2025. 2,703 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

Strategic Planning Group reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
Strategic Planning Group sold 64,696 NextEra Energy shares in Q2 2025, an estimated $4.59M.
Strategic Planning Group first reported a position in NextEra Energy in Q4 2023 and held it in 6 quarters.
Strategic Planning Group's NextEra Energy position peaked at $4.59M in Q1 2025.
2,703 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Strategic Planning Group's 13F filing for Q2 2025, filed 14 Jul 2025.