9258 Wealth Management’s NextEra Energy NEE Stock Holding History

9258 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
2024 Q3	$665K	Hold	7,870	–	–	0.1%	168
2024 Q2	$557K	Sell	7,870 -997	-11%	-$70.7K	0.09%	178
2024 Q1	$567K	Sell	8,867 -1	-0%	-$59	0.09%	182
2023 Q4	$539K	Buy	8,868 +105	+1%	+$5.98K	0.09%	172
2023 Q3	$502K	Buy	8,763 +699	+9%	+$48.4K	0.1%	176
2023 Q2	$598K	Buy	8,064 +33	+0.4%	+$2.5K	0.11%	157
2023 Q1	$619K	Sell	8,031 -82	-1%	-$6.31K	0.13%	150
2022 Q4	$678K	Hold	8,113	–	–	0.15%	132
2022 Q3	$636K	Sell	8,113 -34	-0.4%	-$2.88K	0.16%	134
2022 Q2	$631K	Sell	8,147 -803	-9%	-$61.1K	0.16%	147
2022 Q1	$758K	Sell	8,950 -42	-0.5%	-$3.37K	0.18%	142
2021 Q4	$840K	Buy	8,992 +936	+12%	+$80.9K	0.19%	128
2021 Q3	$633K	Buy	8,056 +261	+3%	+$21.1K	0.17%	143
2021 Q2	$571K	Buy	7,795 +395	+5%	+$29.6K	0.15%	146
2021 Q1	$560K	Buy	7,400 +3,104	+72%	+$242K	0.17%	142
2020 Q4	$331K	Sell	4,296 -8,040	-65%	-$601K	0.11%	211
2020 Q3	$226K	Buy	+12,336	New	+$852K	0.09%	254

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

9258 Wealth Management's NEE Position: Q3 2024 in Review

9258 Wealth Management held its NextEra Energy (NEE) position steady in Q3 2024 at 7,870 shares worth $665K. The position accounts for 0.1% of the portfolio, ranked #168.

9258 Wealth Management first reported a position in NEE in Q3 2020 and has held it in 17 quarters since. The position peaked at $840K in Q4 2021. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

9258 Wealth Management held 7,870 shares of NextEra Energy worth $665K as of Q3 2024.
9258 Wealth Management left its NextEra Energy share count unchanged in Q3 2024.
NextEra Energy made up 0.1% of 9258 Wealth Management's portfolio in Q3 2024, its #168 holding.
9258 Wealth Management first reported a position in NextEra Energy in Q3 2020 and has held it in 17 quarters since.
9258 Wealth Management's NextEra Energy position peaked at $840K in Q4 2021.
2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.