Wealth Group’s NextEra Energy NEE Stock Holding History

Wealth Group’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	–	Sell	-4,549	Closed	-$322K	–	131
2025 Q1	$322K	Buy	4,549 +47	+1%	+$3.32K	0.21%	100
2024 Q4	$323K	Sell	4,502 -3	-0.1%	-$233	0.21%	107
2024 Q3	$381K	Buy	4,505 +32	+0.7%	+$2.5K	0.26%	95
2024 Q2	$317K	Buy	4,473 +154	+4%	+$10.9K	0.23%	111
2024 Q1	$276K	Buy	+4,319	New	+$253K	0.21%	117

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

Wealth Group's NEE Position: Q2 2025 in Review

Wealth Group sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 4,549 shares — an estimated $322K sold.

Wealth Group first reported a position in NEE in Q1 2024 and held it in 5 quarters. The position peaked at $381K in Q3 2024. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

Wealth Group reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
Wealth Group sold 4,549 NextEra Energy shares in Q2 2025, an estimated $322K.
Wealth Group first reported a position in NextEra Energy in Q1 2024 and held it in 5 quarters.
Wealth Group's NextEra Energy position peaked at $381K in Q3 2024.
2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Wealth Group's 13F filing for Q2 2025, filed 19 Aug 2025.