WFA Asset Management’s NextEra Energy NEE Stock Holding History

WFA Asset 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	$10.6K	Hold	125	–	–	0.01%	158
2025 Q2	$8.85K	Hold	125	–	–	0.01%	170
2025 Q1	$7.99K	Hold	125	–	–	﹤0.01%	194
2024 Q4	$8.96K	Hold	125	–	–	﹤0.01%	182
2024 Q3	$10.6K	Hold	125	–	–	0.01%	159
2024 Q2	$8.85K	Hold	125	–	–	0.01%	171
2024 Q1	$7.99K	Buy	+125	New	+$7.32K	﹤0.01%	195

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WFA Asset Management's NEE Position: Q3 2025 in Review

WFA Asset Management held its NextEra Energy (NEE) position steady in Q3 2025 at 125 shares worth $10.6K. The position accounts for 0.01% of the portfolio, ranked #158.

WFA Asset Management first reported a position in NEE in Q1 2024 and has held it in 7 quarters since. 2,750 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

WFA Asset Management held 125 shares of NextEra Energy worth $10.6K as of Q3 2025.
WFA Asset Management left its NextEra Energy share count unchanged in Q3 2025.
NextEra Energy made up 0.01% of WFA Asset Management's portfolio in Q3 2025, its #158 holding.
WFA Asset Management first reported a position in NextEra Energy in Q1 2024 and has held it in 7 quarters since.
2,750 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.