Thomas J. Herzfeld Advisors’s NextEra Energy NEE Stock Holding History

Thomas J. Herzfeld Advisors’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	-46,697	Closed	-$3.31M	–	129
2025 Q1	$3.31M	Buy	46,697 +20,000	+75%	+$1.41M	1.13%	25
2024 Q4	$1.91M	Hold	26,697	–	–	0.61%	45
2024 Q3	$2.26M	Sell	26,697 -5,000	-16%	-$390K	0.75%	41
2024 Q2	$2.24M	Sell	31,697 -3,000	-9%	-$213K	0.79%	38
2024 Q1	$2.22M	Sell	34,697 -6,000	-15%	-$351K	0.78%	43
2023 Q4	$2.47M	Buy	40,697 +20,672	+103%	+$1.18M	0.91%	35
2023 Q3	$1.15M	Hold	20,025	–	–	0.44%	56
2023 Q2	$1.49M	Hold	20,025	–	–	0.59%	47
2023 Q1	$1.54M	Hold	20,025	–	–	0.62%	45
2022 Q4	$1.67M	Hold	20,025	–	–	0.69%	45
2022 Q3	$1.57M	Sell	20,025 -2,000	-9%	-$170K	0.67%	37
2022 Q2	$1.71M	Sell	22,025 -5,144	-19%	-$392K	0.71%	46
2022 Q1	$2.3M	Hold	27,169	–	–	0.86%	37
2021 Q4	$2.54M	Hold	27,169	–	–	0.92%	41
2021 Q3	$2.13M	Sell	27,169 -30	-0.1%	-$2.42K	0.94%	32
2021 Q2	$1.99M	Hold	27,199	–	–	0.83%	35
2021 Q1	$2.06M	Buy	27,199 +2,963	+12%	+$231K	0.93%	32
2020 Q4	$1.87M	Hold	24,236	–	–	0.87%	29
2020 Q3	$444K	Sell	24,236 -4,896	-17%	-$338K	0.3%	48
2020 Q2	$2.04M	Sell	29,132 -7,912	-21%	-$474K	1%	25
2020 Q1	$2.23M	Buy	37,044 +12,872	+53%	+$809K	1.19%	21
2019 Q4	$1.46M	Sell	24,172 -24	-0.1%	-$1.4K	0.52%	42
2019 Q3	$1.41M	Hold	24,196	–	–	0.52%	41
2019 Q2	$1.24M	Buy	24,196 +16	+0.1%	+$787	0.47%	49
2019 Q1	$1.17M	Hold	24,180	–	–	0.43%	59
2018 Q4	$1.05M	Sell	24,180 -24	-0.1%	-$1.05K	0.42%	60
2018 Q3	$1.01M	Hold	24,204	–	–	0.36%	65
2018 Q2	$1.01M	Sell	24,204 -8,020	-25%	-$324K	0.37%	64
2018 Q1	$1.32M	Hold	32,224	–	–	0.51%	54
2017 Q4	$1.26M	Hold	32,224	–	–	0.47%	51
2017 Q3	$1.18M	Hold	32,224	–	–	0.52%	48
2017 Q2	$1.13M	Sell	32,224 -1,124	-3%	-$38.4K	0.5%	46
2017 Q1	$1.07M	Hold	33,348	–	–	0.47%	50
2016 Q4	$996K	Hold	33,348	–	–	0.46%	51
2016 Q3	$1.02M	Sell	33,348 -4,000	-11%	-$126K	0.54%	47
2016 Q2	$1.22M	Sell	37,348 -12,000	-24%	-$360K	0.65%	45
2016 Q1	$1.46M	Sell	49,348 -2,652	-5%	-$74.4K	0.76%	41
2015 Q4	$1.35M	Sell	52,000 -1,228	-2%	-$31.1K	0.54%	49
2015 Q3	$1.3M	Buy	53,228 +608	+1%	+$15.5K	0.56%	48
2015 Q2	$1.29M	Buy	52,620 +32,000	+155%	+$813K	0.54%	51
2015 Q1	$536K	Buy	20,620 +20,292	+6,187%	+$535K	0.25%	86
2014 Q4	$9K	Buy	+328	New	+$8.28K	﹤0.01%	247

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

Thomas J. Herzfeld Advisors's NEE Position: Q2 2025 in Review

Thomas J. Herzfeld Advisors sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 46,697 shares — an estimated $3.31M sold.

Thomas J. Herzfeld Advisors first reported a position in NEE in Q4 2014 and held it in 42 quarters. The position peaked at $3.31M in Q1 2025. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

Thomas J. Herzfeld Advisors reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
Thomas J. Herzfeld Advisors sold 46,697 NextEra Energy shares in Q2 2025, an estimated $3.31M.
Thomas J. Herzfeld Advisors first reported a position in NextEra Energy in Q4 2014 and held it in 42 quarters.
Thomas J. Herzfeld Advisors's NextEra Energy position peaked at $3.31M in Q1 2025.
2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.