Wingate Wealth Advisors’s NextEra Energy NEE Stock Holding History

Wingate Wealth Advisors’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	-3,565	Closed	-$256K	–	300
2024 Q4	$256K	Buy	+3,565	New	+$277K	0.25%	79

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

Wingate Wealth Advisors's NEE Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 3,565 shares — an estimated $256K sold.

Wingate Wealth Advisors first reported a position in NEE in Q4 2024 and held it in 1 quarter. The position peaked at $256K in Q4 2024. 2,733 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

Wingate Wealth Advisors reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 3,565 NextEra Energy shares in Q1 2025, an estimated $256K.
Wingate Wealth Advisors first reported a position in NextEra Energy in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's NextEra Energy position peaked at $256K in Q4 2024.
2,733 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.