Taurus Asset Management’s NextEra Energy NEE Stock Holding History

Taurus Asset 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	$17.4M	Sell	245,160 -2,990	-1%	-$211K	1.76%	24
2024 Q4	$17.8M	Sell	248,150 -16,605	-6%	-$1.29M	1.73%	23
2024 Q3	$22.4M	Sell	264,755 -11,085	-4%	-$865K	2.18%	18
2024 Q2	$19.5M	Sell	275,840 -2,300	-0.8%	-$163K	1.98%	20
2024 Q1	$17.8M	Sell	278,140 -5,461	-2%	-$320K	1.8%	27
2023 Q4	$17.2M	Sell	283,601 -8,409	-3%	-$479K	1.86%	26
2023 Q3	$16.7M	Buy	292,010 +3,075	+1%	+$213K	2.03%	23
2023 Q2	$21.4M	Buy	288,935 +2,734	+1%	+$207K	2.49%	13
2023 Q1	$22.1M	Buy	286,201 +95,183	+50%	+$7.32M	2.7%	11
2022 Q4	$16M	Sell	191,018 -1,060	-0.6%	-$85.6K	2.03%	21
2022 Q3	$15.1M	Sell	192,078 -5,475	-3%	-$464K	2.02%	20
2022 Q2	$15.3M	Buy	197,553 +177,264	+874%	+$13.5M	1.89%	23
2022 Q1	$1.72M	Sell	20,289 -175	-0.9%	-$14K	0.17%	45
2021 Q4	$1.91M	Sell	20,464 -1,284	-6%	-$111K	0.18%	41
2021 Q3	$1.71M	Sell	21,748 -592	-3%	-$47.7K	0.18%	44
2021 Q2	$1.64M	Hold	22,340	–	–	0.17%	50
2021 Q1	$1.69M	Sell	22,340 -320	-1%	-$25K	0.19%	48
2020 Q4	$1.75M	Buy	22,660 +192	+0.9%	+$14.4K	0.21%	45
2020 Q3	$1.56M	Buy	22,468 +124	+0.6%	+$8.56K	0.19%	51
2020 Q2	$1.34M	Sell	22,344 -200	-0.9%	-$12K	0.19%	51
2020 Q1	$1.36M	Hold	22,544	–	–	0.23%	49
2019 Q4	$1.36M	Sell	22,544 -168	-0.7%	-$9.81K	0.18%	55
2019 Q3	$1.32M	Hold	22,712	–	–	0.19%	53
2019 Q2	$1.16M	Hold	22,712	–	–	0.16%	55
2019 Q1	$1.1M	Sell	22,712 -1,200	-5%	-$54.9K	0.15%	57
2018 Q4	$1.04M	Hold	23,912	–	–	0.17%	57
2018 Q3	$1M	Sell	23,912 -400	-2%	-$17K	0.14%	66
2018 Q2	$1.01M	Sell	24,312 -200	-0.8%	-$8.08K	0.15%	62
2018 Q1	$1M	Sell	24,512 -400	-2%	-$15.4K	0.15%	64
2017 Q4	$973K	Buy	24,912 +2,192	+10%	+$84.6K	0.14%	64
2017 Q3	$832K	Sell	22,720 -1,600	-7%	-$58.6K	0.13%	65
2017 Q2	$852K	Hold	24,320	–	–	0.13%	67
2017 Q1	$780K	Hold	24,320	–	–	0.13%	67
2016 Q4	$726K	Hold	24,320	–	–	0.13%	65
2016 Q3	$744K	Buy	24,320 +1,920	+9%	+$60.5K	0.13%	63
2016 Q2	$730K	Hold	22,400	–	–	0.13%	63
2016 Q1	$663K	Sell	22,400 -1,600	-7%	-$44.9K	0.12%	66
2015 Q4	$623K	Sell	24,000 -2,684	-10%	-$67.9K	0.12%	66
2015 Q3	$651K	Buy	26,684 +2,900	+12%	+$73.7K	0.13%	70
2015 Q2	$583K	Sell	23,784 -2,000	-8%	-$50.8K	0.11%	72
2015 Q1	$671K	Sell	25,784 -400	-2%	-$10.6K	0.13%	72
2014 Q4	$696K	Sell	26,184 -4,800	-15%	-$121K	0.12%	75
2014 Q3	$727K	Sell	30,984 -400	-1%	-$9.66K	0.14%	75
2014 Q2	$804K	Hold	31,384	–	–	0.16%	74
2014 Q1	$750K	Sell	31,384 -400	-1%	-$9.06K	0.16%	73
2013 Q4	$680K	Hold	31,784	–	–	0.14%	81
2013 Q3	$637K	Sell	31,784 -1,600	-5%	-$33K	0.15%	80
2013 Q2	$680K	Buy	+33,384	New	+$662K	0.16%	79

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

Taurus Asset Management's NEE Position: Q1 2025 in Review

Taurus Asset Management reduced its NextEra Energy (NEE) stake by 1.2% in Q1 2025, selling an estimated $211K and leaving 245,160 shares worth $17.4M. The position accounts for 1.76% of the portfolio, ranked #24.

Taurus Asset Management first reported a position in NEE in Q2 2013 and has held it in 48 quarters since. The position peaked at $22.4M in Q3 2024. 2,734 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

Taurus Asset Management held 245,160 shares of NextEra Energy worth $17.4M as of Q1 2025.
Taurus Asset Management sold 2,990 NextEra Energy shares in Q1 2025, an estimated $211K.
NextEra Energy made up 1.76% of Taurus Asset Management's portfolio in Q1 2025, its #24 holding.
Taurus Asset Management first reported a position in NextEra Energy in Q2 2013 and has held it in 48 quarters since.
Taurus Asset Management's NextEra Energy position peaked at $22.4M in Q3 2024.
2,734 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Taurus Asset Management's 13F filing for Q1 2025, filed 13 May 2025.