BOLTON SECURITIES CORPORATION’s NextEra Energy NEE Stock Holding History

BOLTON SECURITIES CORPORATION’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	$2.77M	Buy	+39,083	New	+$2.76M	0.16%	164

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's NEE Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in NextEra Energy (NEE) in Q1 2025: 39,083 shares worth $2.77M. The stake represents 0.16% of the portfolio and ranks #164 among its holdings.

2,745 funds tracked by Wall St. Rank hold NEE as of Q1 2025.

BOLTON SECURITIES CORPORATION held 39,083 shares of NextEra Energy worth $2.77M as of Q1 2025.
NextEra Energy was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
NextEra Energy made up 0.16% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #164 holding.
2,745 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.