Advisory Resource Group’s NextEra Energy NEE Stock Holding History

Advisory Resource 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
2024 Q4	–	Sell	-5,450	Closed	-$461K	–	167
2024 Q3	$461K	Sell	5,450 -162	-3%	-$12.6K	0.1%	122
2024 Q2	$397K	Buy	5,612 +59	+1%	+$4.19K	0.09%	122
2024 Q1	$355K	Buy	+5,553	New	+$325K	0.08%	129
2019 Q4	–	Sell	-20,676	Closed	-$1.2M	–	77
2019 Q3	$1.2M	Sell	20,676 -3,020	-13%	-$163K	0.65%	29
2019 Q2	$1.21M	Buy	23,696 +1,140	+5%	+$56.1K	0.67%	29
2019 Q1	$1.12M	Sell	22,556 -2,264	-9%	-$104K	0.63%	25
2018 Q4	$1.08M	Buy	+24,820	New	+$1.09M	0.66%	20

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

Advisory Resource Group's NEE Position: Q4 2024 in Review

Advisory Resource Group sold out of NextEra Energy (NEE) in Q4 2024, closing a stake of 5,450 shares — an estimated $461K sold.

Advisory Resource Group first reported a position in NEE in Q4 2018 and held it in 7 quarters. The position peaked at $1.21M in Q2 2019. 2,769 funds tracked by Wall St. Rank hold NEE as of Q4 2024.

Advisory Resource Group reported no remaining NextEra Energy position as of Q4 2024 after selling out during the quarter.
Advisory Resource Group sold 5,450 NextEra Energy shares in Q4 2024, an estimated $461K.
Advisory Resource Group first reported a position in NextEra Energy in Q4 2018 and held it in 7 quarters.
Advisory Resource Group's NextEra Energy position peaked at $1.21M in Q2 2019.
2,769 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2024.

Based on Advisory Resource Group's 13F filing for Q4 2024, filed 28 Jan 2025.