Tyler-Stone Wealth Management’s NextEra Energy NEE Stock Holding History

Tyler-Stone Wealth 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 Q2	$318K	Buy	4,582 +15	+0.3%	+$1.04K	0.05%	262
2025 Q1	$324K	Sell	4,567 -1,713	-27%	-$121K	0.06%	244
2024 Q4	$450K	Sell	6,280 -1,239	-16%	-$96.3K	0.08%	205
2024 Q3	$636K	Buy	7,519 +3,994	+113%	+$312K	0.12%	155
2024 Q2	$250K	Buy	3,525 +1	+0%	+$71	0.1%	172
2024 Q1	$225K	Buy	3,524 +170	+5%	+$9.96K	0.1%	180
2023 Q4	$204K	Sell	3,354 -300	-8%	-$17.1K	0.1%	175
2023 Q3	$209K	Hold	3,654	–	–	0.12%	153
2023 Q2	$271K	Buy	+3,654	New	+$277K	0.15%	127
2022 Q4	$306K	Sell	3,654 -120	-3%	-$9.69K	0.21%	107
2022 Q3	$296K	Sell	3,774 -2,048	-35%	-$174K	0.23%	96
2022 Q2	$451K	Sell	5,822 -17	-0.3%	-$1.29K	0.3%	72
2022 Q1	$495K	Buy	5,839 +462	+9%	+$37K	0.27%	79
2021 Q4	$502K	Buy	+5,377	New	+$465K	0.27%	85

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

Tyler-Stone Wealth Management's NEE Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its NextEra Energy (NEE) stake by 0.33% in Q2 2025, buying an estimated $1.04K and bringing the position to 4,582 shares worth $318K. The position accounts for 0.05% of the portfolio, ranked #262.

Tyler-Stone Wealth Management first reported a position in NEE in Q4 2021 and has held it in 14 quarters since. The position peaked at $636K in Q3 2024. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

Tyler-Stone Wealth Management held 4,582 shares of NextEra Energy worth $318K as of Q2 2025.
Tyler-Stone Wealth Management bought 15 NextEra Energy shares in Q2 2025, an estimated $1.04K.
NextEra Energy made up 0.05% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #262 holding.
Tyler-Stone Wealth Management first reported a position in NextEra Energy in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's NextEra Energy position peaked at $636K in Q3 2024.
2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.