Transform Wealth’s NextEra Energy NEE Stock Holding History

Transform Wealth’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	–	Sell	-3,152	Closed	-$226K	–	262
2024 Q4	$226K	Buy	+3,152	New	+$245K	0.01%	244
2022 Q3	–	Sell	-4,325	Closed	-$335K	–	198
2022 Q2	$335K	Sell	4,325 -2,907	-40%	-$221K	0.05%	155
2022 Q1	$612K	Sell	7,232 -603	-8%	-$48.3K	0.07%	144
2021 Q4	$732K	Sell	7,835 -730	-9%	-$63.1K	0.08%	135
2021 Q3	$673K	Sell	8,565 -484	-5%	-$39K	0.08%	144
2021 Q2	$663K	Buy	9,049 +2,783	+44%	+$209K	0.08%	156
2021 Q1	$474K	Buy	6,266 +181	+3%	+$14.1K	0.1%	160
2020 Q4	$469K	Sell	6,085 -2,727	-31%	-$204K	0.1%	152
2020 Q3	$611K	Sell	8,812 -132	-1%	-$9.11K	0.1%	135
2020 Q2	$537K	Sell	8,944 -20	-0.2%	-$1.2K	0.09%	143
2020 Q1	$539K	Buy	8,964 +80	+0.9%	+$5.03K	0.11%	137
2019 Q4	$538K	Buy	8,884 +856	+11%	+$50K	0.09%	157
2019 Q3	$468K	Sell	8,028 -5,052	-39%	-$273K	0.08%	151
2019 Q2	$670K	Buy	+13,080	New	+$644K	0.1%	159

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

Transform Wealth's NEE Position: Q1 2025 in Review

Transform Wealth sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 3,152 shares — an estimated $226K sold.

Transform Wealth first reported a position in NEE in Q2 2019 and held it in 14 quarters. The position peaked at $732K in Q4 2021. 2,734 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

Transform Wealth reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
Transform Wealth sold 3,152 NextEra Energy shares in Q1 2025, an estimated $226K.
Transform Wealth first reported a position in NextEra Energy in Q2 2019 and held it in 14 quarters.
Transform Wealth's NextEra Energy position peaked at $732K in Q4 2021.
2,734 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.