Winthrop Advisory Group’s NextEra Energy NEE Stock Holding History

Winthrop 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 Q1	–	Sell	-3,033	Closed	-$217K	–	164
2024 Q4	$217K	Buy	+3,033	New	+$236K	0.03%	144
2022 Q2	–	Sell	-3,326	Closed	-$282K	–	139
2022 Q1	$282K	Sell	3,326 -273	-8%	-$21.9K	0.06%	105
2021 Q4	$336K	Buy	3,599 +624	+21%	+$53.9K	0.07%	93
2021 Q3	$234K	Sell	2,975 -252	-8%	-$20.3K	0.05%	119
2021 Q2	$237K	Sell	3,227 -1,618	-33%	-$121K	0.05%	117
2021 Q1	$366K	Buy	4,845 +1,301	+37%	+$102K	0.09%	78
2020 Q4	$273K	Buy	3,544 +520	+17%	+$38.9K	0.07%	102
2020 Q3	$212K	Buy	+3,024	New	+$209K	0.06%	110
2020 Q1	–	Sell	-3,364	Closed	-$204K	–	94
2019 Q4	$204K	Sell	3,364 -128	-4%	-$7.47K	0.07%	97
2019 Q3	$203K	Buy	+3,492	New	+$189K	0.08%	91

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

Winthrop Advisory Group's NEE Position: Q1 2025 in Review

Winthrop Advisory Group sold out of NextEra Energy (NEE) in Q1 2025, closing a stake of 3,033 shares — an estimated $217K sold.

Winthrop Advisory Group first reported a position in NEE in Q3 2019 and held it in 10 quarters. The position peaked at $366K in Q1 2021. 2,733 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

Winthrop Advisory Group reported no remaining NextEra Energy position as of Q1 2025 after selling out during the quarter.
Winthrop Advisory Group sold 3,033 NextEra Energy shares in Q1 2025, an estimated $217K.
Winthrop Advisory Group first reported a position in NextEra Energy in Q3 2019 and held it in 10 quarters.
Winthrop Advisory Group's NextEra Energy position peaked at $366K in Q1 2021.
2,733 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on Winthrop Advisory Group's 13F filing for Q1 2025, filed 8 Apr 2025.