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Alera Investment Advisors’s NextEra Energy NEE Stock Holding History

Alera Investment Advisors’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 		$678K Buy
8,019
+430
+6% +$33.6K 0.08% 105
2024
Q2 		$537K Sell
7,589
-9,344
-55% -$663K 0.06% 124
2024
Q1 		$1.08M Sell
16,933
-5,073
-23% -$297K 0.15% 53
2023
Q4 		$1.34M Buy
22,006
+1,824
+9% +$104K 0.17% 39
2023
Q3 		$1.16M Sell
20,182
-727
-3% -$50.3K 0.19% 37
2023
Q2 		$1.55M Buy
20,909
+2,735
+15% +$207K 0.33% 29
2023
Q1 		$1.4M Buy
18,174
+6,888
+61% +$530K 0.32% 30
2022
Q4 		$944K Sell
11,286
-554
-5% -$44.8K 0.22% 48
2022
Q3 		$928K Sell
11,840
-98
-0.8% -$8.31K 0.26% 45
2022
Q2 		$925K Sell
11,938
-703
-6% -$53.5K 0.26% 51
2022
Q1 		$1.07M Buy
12,641
+4,515
+56% +$362K 0.25% 50
2021
Q4 		$759K Sell
8,126
-3,200
-28% -$277K 0.21% 42
2021
Q3 		$889K Sell
11,326
-39
-0.3% -$3.15K 0.26% 36
2021
Q2 		$833K Buy
11,365
+45
+0.4% +$3.38K 0.25% 38
2021
Q1 		$856K Sell
11,320
-760
-6% -$59.3K 0.28% 38
2020
Q4 		$932K Sell
12,080
-48
-0.4% -$3.59K 0.33% 32
2020
Q3 		$842K Buy
12,128
+2,500
+26% +$173K 0.34% 34
2020
Q2 		$578K Buy
9,628
+180
+2% +$10.8K 0.3% 38
2020
Q1 		$568K Buy
9,448
+356
+4% +$22.4K 0.34% 35
2019
Q4 		$550K Sell
9,092
-868
-9% -$50.7K 0.25% 35
2019
Q3 		$580K Buy
9,960
+28
+0.3% +$1.51K 0.29% 36
2019
Q2 		$509K Buy
9,932
+48
+0.5% +$2.36K 0.26% 40
2019
Q1 		$478K Buy
9,884
+124
+1% +$5.67K 0.23% 40
2018
Q4 		$424K Buy
+9,760
New +$427K 0.26% 48

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

Alera Investment Advisors's NEE Position: Q3 2024 in Review

Alera Investment Advisors increased its NextEra Energy (NEE) stake by 5.7% in Q3 2024, buying an estimated $33.6K and bringing the position to 8,019 shares worth $678K. The position accounts for 0.08% of the portfolio, ranked #105.

Alera Investment Advisors first reported a position in NEE in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.55M in Q2 2023. 2,663 funds tracked by Wall St. Rank hold NEE as of Q3 2024.

  • Alera Investment Advisors held 8,019 shares of NextEra Energy worth $678K as of Q3 2024.
  • Alera Investment Advisors bought 430 NextEra Energy shares in Q3 2024, an estimated $33.6K.
  • NextEra Energy made up 0.08% of Alera Investment Advisors's portfolio in Q3 2024, its #105 holding.
  • Alera Investment Advisors first reported a position in NextEra Energy in Q4 2018 and has held it in 24 quarters since.
  • Alera Investment Advisors's NextEra Energy position peaked at $1.55M in Q2 2023.
  • 2,663 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.