Wescott Financial Advisory Group’s NextEra Energy NEE Stock Holding History

Wescott Financial Advisory 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	-2,850	Closed	-$202K	–	178
2025 Q1	$202K	Buy	+2,850	New	+$201K	0.02%	166
2023 Q3	–	Sell	-4,160	Closed	-$309K	–	160
2023 Q2	$309K	Buy	+4,160	New	+$315K	0.05%	130

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

Wescott Financial Advisory Group's NEE Position: Q2 2025 in Review

Wescott Financial Advisory Group sold out of NextEra Energy (NEE) in Q2 2025, closing a stake of 2,850 shares — an estimated $202K sold.

Wescott Financial Advisory Group first reported a position in NEE in Q2 2023 and held it in 2 quarters. The position peaked at $309K in Q2 2023. 2,702 funds tracked by Wall St. Rank hold NEE as of Q2 2025.

Wescott Financial Advisory Group reported no remaining NextEra Energy position as of Q2 2025 after selling out during the quarter.
Wescott Financial Advisory Group sold 2,850 NextEra Energy shares in Q2 2025, an estimated $202K.
Wescott Financial Advisory Group first reported a position in NextEra Energy in Q2 2023 and held it in 2 quarters.
Wescott Financial Advisory Group's NextEra Energy position peaked at $309K in Q2 2023.
2,702 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2025.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2025, filed 11 Aug 2025.