Wealth Advisory Solutions’s NextEra Energy NEE Stock Holding History

Wealth Advisory Solutions’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	-28,387	Closed	-$2.04M	–	148
2024 Q4	$2.04M	Buy	28,387 +3,342	+13%	+$260K	0.57%	41
2024 Q3	$2.12M	Sell	25,045 -3,219	-11%	-$251K	0.58%	42
2024 Q2	$2M	Buy	28,264 +125	+0.4%	+$8.87K	0.54%	43
2024 Q1	$1.8M	Buy	+28,139	New	+$1.65M	0.47%	47

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

Wealth Advisory Solutions's NEE Position: Q1 2025 in Review

Wealth Advisory Solutions sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 28,387 shares — an estimated $2.04M sold.

Wealth Advisory Solutions first reported a position in NEE in Q1 2024 and held it in 4 quarters. The position peaked at $2.12M in Q3 2024. 2,733 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

Wealth Advisory Solutions reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
Wealth Advisory Solutions sold 28,387 NextEra Energy shares in Q1 2025, an estimated $2.04M.
Wealth Advisory Solutions first reported a position in NextEra Energy in Q1 2024 and held it in 4 quarters.
Wealth Advisory Solutions's NextEra Energy position peaked at $2.12M in Q3 2024.
2,733 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Wealth Advisory Solutions's 13F filing for Q1 2025, filed 30 Apr 2025.