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W.H. Cornerstone Investments’s NextEra Energy NEE Stock Holding History

W.H. Cornerstone Investments’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
-8,956
Closed -$642K – 123
2024
Q4 		$642K Buy
8,956
+4,105
+85% +$319K 0.43% 56
2024
Q3 		$410K Buy
+4,851
New +$379K 0.28% 74
2024
Q1 		– Sell
-3,307
Closed -$201K – 133
2023
Q4 		$201K Sell
3,307
-1,551
-32% -$88.4K 0.16% 126
2023
Q3 		$278K Sell
4,858
-286
-6% -$19.8K 0.24% 97
2023
Q2 		$382K Sell
5,144
-6,338
-55% -$480K 0.34% 74
2023
Q1 		$885K Buy
11,482
+2,074
+22% +$159K 0.8% 45
2022
Q4 		$797K Sell
9,408
-869
-8% -$70.2K 0.76% 47
2022
Q3 		$781K Buy
+10,277
New +$872K 0.82% 41

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

W.H. Cornerstone Investments's NEE Position: Q1 2025 in Review

W.H. Cornerstone Investments sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 8,956 shares — an estimated $642K sold.

W.H. Cornerstone Investments first reported a position in NEE in Q3 2022 and held it in 8 quarters. The position peaked at $885K in Q1 2023. 2,734 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

  • W.H. Cornerstone Investments reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
  • W.H. Cornerstone Investments sold 8,956 NextEra Energy shares in Q1 2025, an estimated $642K.
  • W.H. Cornerstone Investments first reported a position in NextEra Energy in Q3 2022 and held it in 8 quarters.
  • W.H. Cornerstone Investments's NextEra Energy position peaked at $885K in Q1 2023.
  • 2,734 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2025, filed 9 May 2025.