AJOVista’s NextEra Energy NEE Stock Holding History

AJOVista’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 Q1	–	Sell	-2,671	Closed	-$162K	–	291
2023 Q4	$162K	Buy	+2,671	New	+$152K	0.2%	106

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AJOVista's NEE Position: Q1 2024 in Review

AJOVista sold out of NextEra Energy (NEE) in Q1 2024, closing a stake of 2,671 shares — an estimated $162K sold.

AJOVista first reported a position in NEE in Q4 2023 and held it in 1 quarter. The position peaked at $162K in Q4 2023. 2,463 funds tracked by Wall St. Rank hold NEE as of Q1 2024.

AJOVista reported no remaining NextEra Energy position as of Q1 2024 after selling out during the quarter.
AJOVista sold 2,671 NextEra Energy shares in Q1 2024, an estimated $162K.
AJOVista first reported a position in NextEra Energy in Q4 2023 and held it in 1 quarter.
AJOVista's NextEra Energy position peaked at $162K in Q4 2023.
2,463 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2024.

Based on AJOVista's 13F filing for Q1 2024, filed 10 May 2024.