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Acorn Financial Advisory Services’s NextEra Energy NEE Stock Holding History

Acorn Financial Advisory Services’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 		– Sell
-3,034
Closed -$215K – 215
2024
Q2 		$215K Buy
+3,034
New +$215K 0.04% 193
2024
Q1 		– Sell
-6,824
Closed -$415K – 233
2023
Q4 		$415K Sell
6,824
-48
-0.7% -$2.74K 0.07% 161
2023
Q3 		$394K Buy
6,872
+407
+6% +$28.2K 0.07% 159
2023
Q2 		$480K Buy
6,465
+130
+2% +$9.84K 0.09% 137
2023
Q1 		$488K Buy
6,335
+1,058
+20% +$81.4K 0.1% 123
2022
Q4 		$441K Buy
5,277
+30
+0.6% +$2.42K 0.09% 123
2022
Q3 		$412K Sell
5,247
-828
-14% -$70.2K 0.1% 137
2022
Q2 		$471K Buy
6,075
+28
+0.5% +$2.13K 0.11% 121
2022
Q1 		$512K Hold
6,047
– – 0.1% 133
2021
Q4 		$563K Buy
6,047
+1,282
+27% +$111K 0.11% 125
2021
Q3 		$374K Sell
4,765
-772
-14% -$62.3K 0.12% 156
2021
Q2 		$406K Sell
5,537
-633
-10% -$47.5K 0.12% 161
2021
Q1 		$468K Buy
6,170
+633
+11% +$49.4K 0.17% 131
2020
Q4 		$428K Buy
5,537
+45
+0.8% +$3.37K 0.17% 136
2020
Q3 		$381K Hold
5,492
– – 0.2% 130
2020
Q2 		$330K Buy
5,492
+680
+14% +$40.7K 0.23% 136
2020
Q1 		$290K Sell
4,812
-204
-4% -$12.8K 0.29% 119
2019
Q4 		$303K Buy
+5,016
New +$293K 0.25% 129

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Acorn Financial Advisory Services's NEE Position: Q3 2024 in Review

Acorn Financial Advisory Services sold out of NextEra Energy (NEE) in Q3 2024, closing a stake of 3,034 shares — an estimated $215K sold.

Acorn Financial Advisory Services first reported a position in NEE in Q4 2019 and held it in 18 quarters. The position peaked at $563K in Q4 2021. 2,662 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

  • Acorn Financial Advisory Services reported no remaining NextEra Energy position as of Q3 2024 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 3,034 NextEra Energy shares in Q3 2024, an estimated $215K.
  • Acorn Financial Advisory Services first reported a position in NextEra Energy in Q4 2019 and held it in 18 quarters.
  • Acorn Financial Advisory Services's NextEra Energy position peaked at $563K in Q4 2021.
  • 2,662 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Acorn Financial Advisory Services's 13F filing for Q3 2024, filed 1 Nov 2024.