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TFG Advisers’s NextEra Energy NEE Stock Holding History

TFG Advisers’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 		$2.44M Sell
35,142
-780
-2% -$54.2K 0.84% 29
2025
Q1 		$2.55M Sell
35,922
-147
-0.4% -$10.4K 0.92% 28
2024
Q4 		$2.59M Sell
36,069
-277
-0.8% -$21.5K 0.93% 27
2024
Q3 		$3.07M Buy
36,346
+267
+0.7% +$20.8K 1.11% 22
2024
Q2 		$2.55M Sell
36,079
-530
-1% -$37.6K 0.99% 24
2024
Q1 		$2.34M Sell
36,609
-670
-2% -$39.3K 0.92% 27
2023
Q4 		$2.26M Sell
37,279
-1,817
-5% -$104K 0.95% 26
2023
Q3 		$2.24M Sell
39,096
-2,309
-6% -$160K 1.05% 22
2023
Q2 		$3.07M Sell
41,405
-271
-0.7% -$20.5K 1.4% 15
2023
Q1 		$3.21M Buy
41,676
+967
+2% +$74.4K 1.55% 13
2022
Q4 		$3.4M Sell
40,709
-65
-0.2% -$5.25K 1.75% 8
2022
Q3 		$3.2M Buy
40,774
+432
+1% +$36.6K 1.78% 11
2022
Q2 		$3.13M Buy
40,342
+518
+1% +$39.4K 1.66% 11
2022
Q1 		$3.37M Buy
39,824
+1,071
+3% +$85.8K 1.55% 12
2021
Q4 		$3.62M Buy
38,753
+1,465
+4% +$127K 1.58% 10
2021
Q3 		$2.93M Buy
37,288
+66
+0.2% +$5.32K 1.42% 11
2021
Q2 		$2.73M Buy
37,222
+1,177
+3% +$88.3K 1.32% 13
2021
Q1 		$2.73M Buy
36,045
+187
+0.5% +$14.6K 1.41% 11
2020
Q4 		$2.77M Buy
35,858
+174
+0.5% +$13K 1.45% 11
2020
Q3 		$2.48M Buy
35,684
+1,656
+5% +$114K 1.43% 13
2020
Q2 		$2.04M Buy
34,028
+1,836
+6% +$110K 1.33% 17
2020
Q1 		$1.94M Buy
32,192
+860
+3% +$54.1K 1.53% 14
2019
Q4 		$1.9M Buy
31,332
+1,432
+5% +$83.6K 1.07% 25
2019
Q3 		$1.74M Buy
29,900
+980
+3% +$53K 1.15% 26
2019
Q2 		$1.48M Buy
28,920
+2,212
+8% +$109K 1.01% 29
2019
Q1 		$1.29M Buy
26,708
+1,168
+5% +$53.4K 0.93% 36
2018
Q4 		$1.11M Buy
+25,540
New +$1.12M 0.93% 35

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

TFG Advisers's NEE Position: Q2 2025 in Review

TFG Advisers reduced its NextEra Energy (NEE) stake by 2.2% in Q2 2025, selling an estimated $54.2K and leaving 35,142 shares worth $2.44M. The position accounts for 0.84% of the portfolio, ranked #29.

TFG Advisers first reported a position in NEE in Q4 2018 and has held it in 27 quarters since. The position peaked at $3.62M in Q4 2021. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

  • TFG Advisers held 35,142 shares of NextEra Energy worth $2.44M as of Q2 2025.
  • TFG Advisers sold 780 NextEra Energy shares in Q2 2025, an estimated $54.2K.
  • NextEra Energy made up 0.84% of TFG Advisers's portfolio in Q2 2025, its #29 holding.
  • TFG Advisers first reported a position in NextEra Energy in Q4 2018 and has held it in 27 quarters since.
  • TFG Advisers's NextEra Energy position peaked at $3.62M in Q4 2021.
  • 2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.