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Waterway Wealth Management’s NextEra Energy NEE Stock Holding History

Waterway 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
Q3 		– Sell
-12,112
Closed -$841K – 87
2025
Q2 		$841K Buy
+12,112
New +$841K 0.25% 38

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Waterway Wealth Management's NEE Position: Q3 2025 in Review

Waterway Wealth Management sold out of NextEra Energy (NEE) in Q3 2025, closing a stake of 12,112 shares — an estimated $841K sold.

Waterway Wealth Management first reported a position in NEE in Q2 2025 and held it in 1 quarter. The position peaked at $841K in Q2 2025. 2,755 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

  • Waterway Wealth Management reported no remaining NextEra Energy position as of Q3 2025 after selling out during the quarter.
  • Waterway Wealth Management sold 12,112 NextEra Energy shares in Q3 2025, an estimated $841K.
  • Waterway Wealth Management first reported a position in NextEra Energy in Q2 2025 and held it in 1 quarter.
  • Waterway Wealth Management's NextEra Energy position peaked at $841K in Q2 2025.
  • 2,755 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Waterway Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.