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Willow Creek Wealth Management’s NextEra Energy NEE Stock Holding History

Willow Creek 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 		$297K Buy
3,932
+393
+11% +$28.7K 0.02% 151
2025
Q2 		$246K Buy
3,539
+36
+1% +$2.5K 0.02% 149
2025
Q1 		$248K Sell
3,503
-106
-3% -$7.48K 0.02% 139
2024
Q4 		$259K Hold
3,609
– – 0.03% 132
2024
Q3 		$305K Buy
3,609
+29
+0.8% +$2.26K 0.03% 124
2024
Q2 		$254K Sell
3,580
-297
-8% -$21.1K 0.03% 136
2024
Q1 		$248K Buy
3,877
+110
+3% +$6.44K 0.03% 133
2023
Q4 		$229K Sell
3,767
-304
-7% -$17.3K 0.03% 136
2023
Q3 		$233K Sell
4,071
-224
-5% -$15.5K 0.03% 120
2023
Q2 		$319K Hold
4,295
– – 0.05% 110
2023
Q1 		$331K Sell
4,295
-7
-0.2% -$538 0.05% 96
2022
Q4 		$360K Sell
4,302
-258
-6% -$20.8K 0.06% 86
2022
Q3 		$358K Buy
4,560
+990
+28% +$84K 0.07% 83
2022
Q2 		$277K Hold
3,570
– – 0.05% 96
2022
Q1 		$302K Sell
3,570
-202
-5% -$16.2K 0.06% 94
2021
Q4 		$352K Buy
3,772
+21
+0.6% +$1.81K 0.07% 85
2021
Q3 		$295K Hold
3,751
– – 0.07% 92
2021
Q2 		$275K Buy
3,751
+16
+0.4% +$1.2K 0.07% 92
2021
Q1 		$282K Buy
+3,735
New +$291K 0.1% 75

Other funds holding NEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Willow Creek Wealth Management's NEE Position: Q3 2025 in Review

Willow Creek Wealth Management increased its NextEra Energy (NEE) stake by 11% in Q3 2025, buying an estimated $28.7K and bringing the position to 3,932 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #151.

Willow Creek Wealth Management first reported a position in NEE in Q1 2021 and has held it in 19 quarters since. The position peaked at $360K in Q4 2022. 2,749 funds tracked by Wall St. Rank hold NEE as of Q3 2025.

  • Willow Creek Wealth Management held 3,932 shares of NextEra Energy worth $297K as of Q3 2025.
  • Willow Creek Wealth Management bought 393 NextEra Energy shares in Q3 2025, an estimated $28.7K.
  • NextEra Energy made up 0.02% of Willow Creek Wealth Management's portfolio in Q3 2025, its #151 holding.
  • Willow Creek Wealth Management first reported a position in NextEra Energy in Q1 2021 and has held it in 19 quarters since.
  • Willow Creek Wealth Management's NextEra Energy position peaked at $360K in Q4 2022.
  • 2,749 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.