VSM Wealth Advisory’s NextEra Energy NEE Stock Holding History

VSM Wealth Advisory’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 Q3	–	Sell	-673	Closed	-$46.7K	–	484
2025 Q2	$46.7K	Buy	+673	New	+$46.7K	0.02%	221

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VSM Wealth Advisory's NEE Position: Q3 2025 in Review

VSM Wealth Advisory sold out of NextEra Energy (NEE) in Q3 2025, closing a stake of 673 shares — an estimated $46.7K sold.

VSM Wealth Advisory first reported a position in NEE in Q2 2025 and held it in 1 quarter. The position peaked at $46.7K in Q2 2025. 2,755 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

VSM Wealth Advisory reported no remaining NextEra Energy position as of Q3 2025 after selling out during the quarter.
VSM Wealth Advisory sold 673 NextEra Energy shares in Q3 2025, an estimated $46.7K.
VSM Wealth Advisory first reported a position in NextEra Energy in Q2 2025 and held it in 1 quarter.
VSM Wealth Advisory's NextEra Energy position peaked at $46.7K in Q2 2025.
2,755 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on VSM Wealth Advisory's 13F filing for Q3 2025, filed 13 Nov 2025.